GS
EG icon

GTS Securities’s Everest Group EG Stock Holding History

GTS Securities’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
Q1 		– Sell
-623
Closed -$211K – 1575
2025
Q4 		$211K Buy
+623
New +$206K 0.01% 1253
2024
Q4 		– Sell
-920
Closed -$360K – 2087
2024
Q3 		$360K Buy
920
+62
+7% +$23.6K ﹤0.01% 3142
2024
Q2 		$327K Buy
+858
New +$324K ﹤0.01% 3052
2024
Q1 		– Sell
-2,641
Closed -$990K – 3992
2023
Q4 		$934K Buy
2,641
+798
+43% +$309K ﹤0.01% 2231
2023
Q3 		$685K Buy
1,843
+1
+0.1% +$363 ﹤0.01% 2308
2023
Q2 		$630K Buy
+1,842
New +$665K 0.02% 574

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GTS Securities's EG Position: Q1 2026 in Review

GTS Securities sold out of Everest Group (EG) in Q1 2026, closing a stake of 623 shares — an estimated $211K sold.

GTS Securities first reported a position in EG in Q2 2023 and held it in 6 quarters. The position peaked at $934K in Q4 2023. 670 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • GTS Securities reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • GTS Securities sold 623 Everest Group shares in Q1 2026, an estimated $211K.
  • GTS Securities first reported a position in Everest Group in Q2 2023 and held it in 6 quarters.
  • GTS Securities's Everest Group position peaked at $934K in Q4 2023.
  • 670 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on GTS Securities's 13F filing for Q1 2026, filed 15 May 2026.