IFP Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $45.4K | Sell |
127
-19
| -13% | -$6.51K | ﹤0.01% | 2464 |
|
|
2026
Q1 | $47.7K | Sell |
146
-354
| -71% | -$117K | ﹤0.01% | 2268 |
|
|
2025
Q4 | $170K | Buy |
500
+209
| +72% | +$69K | ﹤0.01% | 1459 |
|
|
2025
Q3 | $102K | Buy |
291
+95
| +48% | +$32.1K | ﹤0.01% | 1668 |
|
|
2025
Q2 | $66.6K | Buy |
196
+187
| +2,078% | +$64.5K | ﹤0.01% | 1886 |
|
|
2025
Q1 | $5.45K | Buy |
9
+6
| +200% | +$2.12K | ﹤0.01% | 2806 |
|
|
2024
Q4 | $3.26K | Sell |
3
-6
| -67% | -$2.25K | ﹤0.01% | 2941 |
|
|
2024
Q3 | $3.52K | Sell |
9
-503
| -98% | -$192K | ﹤0.01% | 2778 |
|
|
2024
Q2 | $195K | Sell |
512
-24
| -4% | -$9.07K | 0.01% | 1053 |
|
|
2024
Q1 | $213K | Buy |
536
+43
| +9% | +$16.1K | 0.01% | 971 |
|
|
2023
Q4 | $174K | Buy |
493
+490
| +16,333% | +$190K | 0.01% | 1012 |
|
|
2023
Q3 | $1.12K | Sell |
3
-15
| -83% | -$5.44K | ﹤0.01% | 2981 |
|
|
2023
Q2 | $6.15K | Buy |
18
+16
| +800% | +$5.78K | ﹤0.01% | 2473 |
|
|
2023
Q1 | $227 | Sell |
2
-247
| -99% | -$88.8K | ﹤0.01% | 3264 |
|
|
2022
Q4 | $40K | Buy |
249
+30
| +14% | +$9.35K | ﹤0.01% | 2389 |
|
|
2022
Q3 | $36K | Buy |
219
+8
| +4% | +$2.16K | ﹤0.01% | 2631 |
|
|
2022
Q2 | $34K | Hold |
211
| – | – | ﹤0.01% | 2429 |
|
|
2022
Q1 | $34K | Buy |
211
+198
| +1,523% | +$56.9K | ﹤0.01% | 2429 |
|
|
2021
Q4 | $4K | Sell |
13
-5
| -28% | -$1.35K | ﹤0.01% | 2564 |
|
|
2021
Q3 | $5K | Sell |
18
-230
| -93% | -$59K | ﹤0.01% | 2547 |
|
|
2021
Q2 | $64K | Buy |
248
+6
| +2% | +$1.56K | ﹤0.01% | 1410 |
|
|
2021
Q1 | $56K | Buy |
242
+229
| +1,762% | +$54.5K | ﹤0.01% | 1420 |
|
|
2020
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 2491 |
|
|
2020
Q3 | $3K | Sell |
13
-44
| -77% | -$9.42K | ﹤0.01% | 2346 |
|
|
2020
Q2 | $12K | Sell |
57
-26
| -31% | -$5.06K | ﹤0.01% | 1747 |
|
|
2020
Q1 | $18K | Sell |
83
-15
| -15% | -$3.83K | ﹤0.01% | 1523 |
|
|
2019
Q4 | $25K | Buy |
98
+4
| +4% | +$1.05K | ﹤0.01% | 1526 |
|
|
2019
Q3 | $25K | Buy |
+94
| New | +$23.7K | ﹤0.01% | 1664 |
|
|
2019
Q1 | – | Sell |
-264
| Closed | -$57K | – | 2629 |
|
|
2018
Q4 | $57K | Sell |
264
-18
| -6% | -$3.92K | ﹤0.01% | 1529 |
|
|
2018
Q3 | $64K | Sell |
282
-57
| -17% | -$12.8K | ﹤0.01% | 1756 |
|
|
2018
Q2 | $78K | Sell |
339
-126
| -27% | -$29.6K | ﹤0.01% | 1637 |
|
|
2018
Q1 | $103K | Hold |
465
| – | – | ﹤0.01% | 1366 |
|
|
2017
Q4 | $103K | Sell |
465
-9
| -2% | -$2.03K | ﹤0.01% | 1379 |
|
|
2017
Q3 | $108K | Sell |
474
-183
| -28% | -$46.1K | ﹤0.01% | 1503 |
|
|
2017
Q2 | $167K | Buy |
657
+148
| +29% | +$36.5K | 0.01% | 1229 |
|
|
2017
Q1 | $119K | Buy |
509
+8
| +2% | +$1.83K | 0.01% | 1395 |
|
|
2016
Q4 | $108K | Buy |
501
+1
| +0.2% | +$206 | 0.01% | 1401 |
|
|
2016
Q3 | $95K | Buy |
500
+30
| +6% | +$5.64K | ﹤0.01% | 1397 |
|
|
2016
Q2 | $86K | Buy |
+470
| New | +$86.4K | ﹤0.01% | 1424 |
|
|
2016
Q1 | – | Sell |
-569
| Closed | -$104K | – | 2637 |
|
|
2015
Q4 | $104K | Buy |
+569
| New | +$103K | 0.01% | 1158 |
|
Other funds holding EG
VVP
IFP Advisors's EG Position: Q2 2026 in Review
IFP Advisors reduced its Everest Group (EG) stake by 13% in Q2 2026, selling an estimated $6.51K and leaving 127 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.
IFP Advisors first reported a position in EG in Q4 2015 and has held it in 40 quarters since. The position peaked at $213K in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.
- IFP Advisors held 127 shares of Everest Group worth $45.4K as of Q2 2026.
- IFP Advisors sold 19 Everest Group shares in Q2 2026, an estimated $6.51K.
- Everest Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2464 holding.
- IFP Advisors first reported a position in Everest Group in Q4 2015 and has held it in 40 quarters since.
- IFP Advisors's Everest Group position peaked at $213K in Q1 2024.
- 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.