Grove Bank & Trust’s Everest Group EG Stock Holding History

Grove Bank & Trust’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	$100K	Sell	281 -7	-2%	-$2.4K	0.01%	341
2026 Q1	$94.1K	Sell	288 -1	-0.3%	-$329	0.01%	349
2025 Q4	$98.1K	Sell	289 -13	-4%	-$4.29K	0.01%	343
2025 Q3	$106K	Sell	302 -71	-19%	-$24K	0.01%	329
2025 Q2	$127K	Sell	373 -2	-0.5%	-$690	0.02%	303
2025 Q1	$136K	Sell	375 -25	-6%	-$8.84K	0.02%	286
2024 Q4	$145K	Sell	400 -20	-5%	-$7.49K	0.02%	255
2024 Q3	$165K	Sell	420 -7	-2%	-$2.67K	0.02%	240
2024 Q2	$163K	Sell	427 -6	-1%	-$2.27K	0.03%	242
2024 Q1	$172K	Sell	433 -3	-0.7%	-$1.13K	0.03%	241
2023 Q4	$154K	Hold	436	–	–	0.03%	239
2023 Q3	$162K	Sell	436 -15	-3%	-$5.44K	0.03%	233
2023 Q2	$154K	Sell	451 -4	-0.9%	-$1.45K	0.03%	245
2023 Q1	$163K	Buy	455 +20	+5%	+$7.19K	0.03%	233
2022 Q4	$144K	Buy	+435	New	+$136K	0.03%	247
2018 Q1	–	Sell	-54	Closed	-$12K	–	252
2017 Q4	$12K	Hold	54	–	–	0.01%	424
2017 Q3	$12K	Buy	54 +46	+575%	+$11.6K	0.01%	442
2017 Q2	$2K	Buy	+8	New	+$1.98K	﹤0.01%	633

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Grove Bank & Trust's EG Position: Q2 2026 in Review

Grove Bank & Trust reduced its Everest Group (EG) stake by 2.4% in Q2 2026, selling an estimated $2.4K and leaving 281 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #341.

Grove Bank & Trust first reported a position in EG in Q2 2017 and has held it in 18 quarters since. The position peaked at $172K in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Grove Bank & Trust held 281 shares of Everest Group worth $100K as of Q2 2026.
Grove Bank & Trust sold 7 Everest Group shares in Q2 2026, an estimated $2.4K.
Everest Group made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #341 holding.
Grove Bank & Trust first reported a position in Everest Group in Q2 2017 and has held it in 18 quarters since.
Grove Bank & Trust's Everest Group position peaked at $172K in Q1 2024.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.