Hughes Financial Services’s Everest Group EG Stock Holding History

Hughes 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	$4.29K	Buy	12 +8	+200%	+$2.74K	﹤0.01%	554
2026 Q1	$1.31K	Buy	4 +2	+100%	+$658	﹤0.01%	698
2025 Q4	$679	Buy	2 +1	+100%	+$330	﹤0.01%	842
2025 Q3	$329	Hold	1	–	–	﹤0.01%	1011
2025 Q2	$328	Sell	1 -21	-95%	-$7.25K	﹤0.01%	1015
2025 Q1	$8.04K	Buy	+22	New	+$7.77K	﹤0.01%	349

Other funds holding EG

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Hughes Financial Services increased its Everest Group (EG) stake by 200% in Q2 2026, buying an estimated $2.74K and bringing the position to 12 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Hughes Financial Services first reported a position in EG in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.04K in Q1 2025. 153 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Hughes Financial Services held 12 shares of Everest Group worth $4.29K as of Q2 2026.
Hughes Financial Services bought 8 Everest Group shares in Q2 2026, an estimated $2.74K.
Everest Group made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #554 holding.
Hughes Financial Services first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Everest Group position peaked at $8.04K in Q1 2025.
153 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.