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BFC Planning, Inc.’s Everest Group EG Stock Holding History

BFC Planning, Inc.’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
Q2 		$9.06K Sell
25
-27
-52% -$9.24K ﹤0.01% 2419
2026
Q1 		$17.1K Buy
52
+36
+225% +$11.8K ﹤0.01% 1779
2025
Q4 		$5.54K Sell
16
-26
-62% -$8.59K ﹤0.01% 2313
2025
Q3 		$14.9K Hold
42
– – ﹤0.01% 1721
2025
Q2 		$14.4K Buy
42
+1
+2% +$345 ﹤0.01% 1640
2025
Q1 		$15.2K Sell
41
-47
-53% -$16.6K ﹤0.01% 1590
2024
Q4 		$32.2K Buy
+88
New +$33K ﹤0.01% 1276

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BFC Planning, Inc.'s EG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Everest Group (EG) stake by 52% in Q2 2026, selling an estimated $9.24K and leaving 25 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

BFC Planning, Inc. first reported a position in EG in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.2K in Q4 2024. 693 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • BFC Planning, Inc. held 25 shares of Everest Group worth $9.06K as of Q2 2026.
  • BFC Planning, Inc. sold 27 Everest Group shares in Q2 2026, an estimated $9.24K.
  • Everest Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2419 holding.
  • BFC Planning, Inc. first reported a position in Everest Group in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Everest Group position peaked at $32.2K in Q4 2024.
  • 693 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.