Impact Partnership Wealth’s Everest Group EG Stock Holding History

Impact Partnership Wealth’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 Q3	$914K	Sell	2,502 -879	-26%	-$329K	0.08%	166
2026 Q2	$1.21M	Buy	3,381 +529	+19%	+$181K	0.12%	119
2026 Q1	$932K	Sell	2,852 -377	-12%	-$124K	0.12%	127
2025 Q4	$1.1M	Buy	+3,229	New	+$1.07M	0.14%	98
2025 Q3	–	Sell	-1,159	Closed	-$394K	–	328
2025 Q2	$394K	Buy	1,159 +196	+20%	+$67.6K	0.07%	174
2025 Q1	$350K	Buy	+963	New	+$340K	0.07%	157
2024 Q4	–	Sell	-833	Closed	-$326K	–	303
2024 Q3	$326K	Buy	+833	New	+$317K	0.07%	159
2023 Q3	–	Sell	-4	Closed	-$1.37K	–	1060
2023 Q2	$1.37K	Buy	+4	New	+$1.44K	﹤0.01%	747

Other funds holding EG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Impact Partnership Wealth's EG Position: Q3 2026 in Review

Impact Partnership Wealth reduced its Everest Group (EG) stake by 26% in Q3 2026, selling an estimated $329K and leaving 2,502 shares worth $914K. The position accounts for 0.08% of the portfolio, ranked #166.

Impact Partnership Wealth first reported a position in EG in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2026. 402 funds tracked by Wall St. Rank hold EG as of Q3 2026.

Impact Partnership Wealth held 2,502 shares of Everest Group worth $914K as of Q3 2026.
Impact Partnership Wealth sold 879 Everest Group shares in Q3 2026, an estimated $329K.
Everest Group made up 0.08% of Impact Partnership Wealth's portfolio in Q3 2026, its #166 holding.
Impact Partnership Wealth first reported a position in Everest Group in Q2 2023 and has held it in 8 quarters since.
Impact Partnership Wealth's Everest Group position peaked at $1.21M in Q2 2026.
402 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.