IAA
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Independent Advisor Alliance’s Everest Group EG Stock Holding History

Independent Advisor Alliance’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
3,739
+906
+32% +$310K 0.03% 385
2026
Q1 		$926K Buy
2,833
+169
+6% +$55.6K 0.01% 863
2025
Q4 		$904K Buy
2,664
+557
+26% +$184K 0.02% 496
2025
Q3 		$738K Buy
2,107
+813
+63% +$274K 0.02% 518
2025
Q2 		$440K Buy
1,294
+95
+8% +$32.8K 0.01% 618
2025
Q1 		$436K Buy
1,199
+63
+6% +$22.3K 0.01% 561
2024
Q4 		$412K Sell
1,136
-165
-13% -$61.8K 0.01% 1016
2024
Q3 		$510K Buy
+1,301
New +$496K 0.02% 454
2018
Q2 		– Sell
-813
Closed -$207K – 367
2018
Q1 		$207K Sell
813
-148
-15% -$35.5K 0.05% 310
2017
Q4 		$210K Sell
961
-620
-39% -$140K 0.05% 292
2017
Q3 		$357K Buy
1,581
+1
+0.1% +$252 0.1% 181
2017
Q2 		$420K Sell
1,580
-50
-3% -$12.3K 0.13% 165
2017
Q1 		$381K Sell
1,630
-275
-14% -$62.8K 0.06% 263
2016
Q4 		$416K Buy
+1,905
New +$393K 0.18% 119

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

Independent Advisor Alliance's EG Position: Q2 2026 in Review

Independent Advisor Alliance increased its Everest Group (EG) stake by 32% in Q2 2026, buying an estimated $310K and bringing the position to 3,739 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #385.

Independent Advisor Alliance first reported a position in EG in Q4 2016 and has held it in 14 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Independent Advisor Alliance held 3,739 shares of Everest Group worth $1.34M as of Q2 2026.
  • Independent Advisor Alliance bought 906 Everest Group shares in Q2 2026, an estimated $310K.
  • Everest Group made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #385 holding.
  • Independent Advisor Alliance first reported a position in Everest Group in Q4 2016 and has held it in 14 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.