HFS
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Hantz Financial Services’s Everest Group EG Stock Holding History

Hantz Financial Services’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 		$284K Buy
796
+545
+217% +$187K ﹤0.01% 959
2026
Q1 		$82K Buy
251
+103
+70% +$33.9K ﹤0.01% 1361
2025
Q4 		$50K Sell
148
-268
-64% -$88.5K ﹤0.01% 1435
2025
Q3 		$146K Sell
416
-12
-3% -$4.05K ﹤0.01% 849
2025
Q2 		$145K Buy
428
+5
+1% +$1.73K ﹤0.01% 679
2025
Q1 		$154K Buy
423
+27
+7% +$9.54K ﹤0.01% 581
2024
Q4 		$144K Sell
396
-13
-3% -$4.87K ﹤0.01% 580
2024
Q3 		$160K Buy
409
+2
+0.5% +$762 ﹤0.01% 581
2024
Q2 		$155K Sell
407
-3
-0.7% -$1.13K ﹤0.01% 584
2024
Q1 		$163K Buy
410
+2
+0.5% +$750 ﹤0.01% 580
2023
Q4 		$144K Hold
408
– – ﹤0.01% 579
2023
Q3 		$152K Buy
+408
New +$148K ﹤0.01% 564

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Hantz Financial Services's EG Position: Q2 2026 in Review

Hantz Financial Services increased its Everest Group (EG) stake by 217% in Q2 2026, buying an estimated $187K and bringing the position to 796 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Hantz Financial Services first reported a position in EG in Q3 2023 and has held it in 12 quarters since. 649 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Hantz Financial Services held 796 shares of Everest Group worth $284K as of Q2 2026.
  • Hantz Financial Services bought 545 Everest Group shares in Q2 2026, an estimated $187K.
  • Everest Group made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #959 holding.
  • Hantz Financial Services first reported a position in Everest Group in Q3 2023 and has held it in 12 quarters since.
  • 649 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.