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Forum Financial Management’s Everest Group EG Stock Holding History

Forum Financial Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,227
Closed -$416K – 534
2025
Q4 		$416K Buy
1,227
+1
+0.1% +$330 0.01% 575
2025
Q3 		$429K Sell
1,226
-155
-11% -$52.3K 0.01% 532
2025
Q2 		$469K Buy
1,381
+437
+46% +$151K 0.01% 441
2025
Q1 		$343K Buy
944
+6
+0.6% +$2.12K 0.01% 528
2024
Q4 		$340K Buy
938
+27
+3% +$10.1K 0.01% 542
2024
Q3 		$357K Buy
911
+1
+0.1% +$381 0.01% 445
2024
Q2 		$347K Buy
910
+1
+0.1% +$378 0.01% 424
2024
Q1 		$361K Hold
909
– – 0.01% 432
2023
Q4 		$321K Hold
909
– – 0.01% 428
2023
Q3 		$338K Hold
909
– – 0.01% 392
2023
Q2 		$311K Hold
909
– – 0.01% 420
2023
Q1 		$325K Hold
909
– – 0.01% 377
2022
Q4 		$301K Sell
909
-17
-2% -$5.3K 0.01% 397
2022
Q3 		$243K Sell
926
-136
-13% -$36.8K 0.01% 424
2022
Q2 		$298K Buy
1,062
+154
+17% +$43.5K 0.02% 361
2022
Q1 		$273K Hold
908
– – 0.01% 440
2021
Q4 		$249K Buy
+908
New +$245K 0.01% 505

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's EG Position: Q1 2026 in Review

Forum Financial Management sold out of Everest Group (EG) in Q1 2026, closing a stake of 1,227 shares — an estimated $416K sold.

Forum Financial Management first reported a position in EG in Q4 2021 and held it in 17 quarters. The position peaked at $469K in Q2 2025. 668 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Forum Financial Management reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,227 Everest Group shares in Q1 2026, an estimated $416K.
  • Forum Financial Management first reported a position in Everest Group in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Everest Group position peaked at $469K in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.