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Golden State Equity Partners’s Everest Group EG Stock Holding History

Golden State Equity 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
Q2 		– Sell
-17
Closed -$5.56K – 745
2026
Q1 		$5.56K Buy
+17
New +$5.59K ﹤0.01% 1454
2024
Q4 		– Sell
-3
Closed -$1.17K – 571
2024
Q3 		$1.17K Buy
+3
New +$1.14K ﹤0.01% 850

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 $3.37T AUM 44.26% 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
VVP
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

Golden State Equity Partners's EG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Everest Group (EG) in Q2 2026, closing a stake of 17 shares — an estimated $5.56K sold.

Golden State Equity Partners first reported a position in EG in Q3 2024 and held it in 2 quarters. The position peaked at $5.56K in Q1 2026. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Golden State Equity Partners reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 17 Everest Group shares in Q2 2026, an estimated $5.56K.
  • Golden State Equity Partners first reported a position in Everest Group in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Everest Group position peaked at $5.56K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.