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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
Q3 		$106K Buy
289
+8
+3% +$2.99K 0.01% 345
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

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Grove Bank & Trust's EG Position: Q3 2026 in Review

Grove Bank & Trust increased its Everest Group (EG) stake by 2.8% in Q3 2026, buying an estimated $2.99K and bringing the position to 289 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #345.

Grove Bank & Trust first reported a position in EG in Q2 2017 and has held it in 19 quarters since. The position peaked at $172K in Q1 2024. 21 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Grove Bank & Trust held 289 shares of Everest Group worth $106K as of Q3 2026.
  • Grove Bank & Trust bought 8 Everest Group shares in Q3 2026, an estimated $2.99K.
  • Everest Group made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #345 holding.
  • Grove Bank & Trust first reported a position in Everest Group in Q2 2017 and has held it in 19 quarters since.
  • Grove Bank & Trust's Everest Group position peaked at $172K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.