FGP
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Freestone Grove Partners’s Everest Group EG Stock Holding History

Freestone Grove Partners’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
-12,294
Closed -$4.17M – 1043
2025
Q4 		$4.17M Buy
+12,294
New +$4.06M 0.03% 363

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

Freestone Grove Partners's EG Position: Q1 2026 in Review

Freestone Grove Partners sold out of Everest Group (EG) in Q1 2026, closing a stake of 12,294 shares — an estimated $4.17M sold.

Freestone Grove Partners first reported a position in EG in Q4 2025 and held it in 1 quarter. The position peaked at $4.17M in Q4 2025. 670 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Freestone Grove Partners reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 12,294 Everest Group shares in Q1 2026, an estimated $4.17M.
  • Freestone Grove Partners first reported a position in Everest Group in Q4 2025 and held it in 1 quarter.
  • Freestone Grove Partners's Everest Group position peaked at $4.17M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.