HWM
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HB Wealth Management’s Everest Group EG Stock Holding History

HB 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 		$1.34M Buy
3,738
+1,087
+41% +$372K 0.01% 621
2026
Q1 		$866K Buy
2,651
+251
+10% +$82.6K 0.01% 721
2025
Q4 		$814K Sell
2,400
-434
-15% -$143K 0.01% 703
2025
Q3 		$993K Buy
2,834
+1,016
+56% +$343K 0.01% 607
2025
Q2 		$618K Sell
1,818
-435
-19% -$150K ﹤0.01% 674
2025
Q1 		$819K Sell
2,253
-7
-0.3% -$2.47K 0.01% 601
2024
Q4 		$819K Buy
2,260
+324
+17% +$121K 0.01% 466
2024
Q3 		$759K Sell
1,936
-123
-6% -$46.9K 0.01% 451
2024
Q2 		$785K Buy
+2,059
New +$778K 0.01% 423

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
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
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

HB Wealth Management's EG Position: Q2 2026 in Review

HB Wealth Management increased its Everest Group (EG) stake by 41% in Q2 2026, buying an estimated $372K and bringing the position to 3,738 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #621.

HB Wealth Management first reported a position in EG in Q2 2024 and has held it in 9 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • HB Wealth Management held 3,738 shares of Everest Group worth $1.34M as of Q2 2026.
  • HB Wealth Management bought 1,087 Everest Group shares in Q2 2026, an estimated $372K.
  • Everest Group made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #621 holding.
  • HB Wealth Management first reported a position in Everest Group in Q2 2024 and has held it in 9 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.