Golden State Wealth Management’s Everest Group EG Stock Holding History

Golden State Wealth 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 Q2	$36.8K	Buy	+103	New	+$35.3K	﹤0.01%	802

Other funds holding EG

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Golden State Wealth Management's EG Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Everest Group (EG) in Q2 2026: 103 shares worth $36.8K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings.

139 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Golden State Wealth Management held 103 shares of Everest Group worth $36.8K as of Q2 2026.
Everest Group was a new Golden State Wealth Management position in Q2 2026.
Everest Group made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #802 holding.
139 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.