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HFM Investment Advisors’s Everest Group EG Stock Holding History

HFM Investment Advisors’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 		$2.5K Buy
7
+5
+250% +$1.71K ﹤0.01% 375
2026
Q1 		$654 Sell
2
-1
-33% -$329 ﹤0.01% 566
2025
Q4 		$1.02K Buy
3
+1
+50% +$330 ﹤0.01% 447
2025
Q3 		$700 Sell
2
-1
-33% -$338 ﹤0.01% 516
2025
Q2 		$1.02K Buy
3
+2
+200% +$690 ﹤0.01% 346
2025
Q1 		$364 Buy
+1
New +$353 ﹤0.01% 393

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

HFM Investment Advisors's EG Position: Q2 2026 in Review

HFM Investment Advisors increased its Everest Group (EG) stake by 250% in Q2 2026, buying an estimated $1.71K and bringing the position to 7 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

HFM Investment Advisors first reported a position in EG in Q1 2025 and has held it in 6 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Everest Group worth $2.5K as of Q2 2026.
  • HFM Investment Advisors bought 5 Everest Group shares in Q2 2026, an estimated $1.71K.
  • Everest Group made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #375 holding.
  • HFM Investment Advisors first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.