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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's EG Position: Q1 2026 in Review

Independent Advisor Alliance increased its Everest Group (EG) stake by 6.3% in Q1 2026, buying an estimated $55.6K and bringing the position to 2,833 shares worth $926K. The position accounts for 0.01% of the portfolio, ranked #863.

Independent Advisor Alliance first reported a position in EG in Q4 2016 and has held it in 13 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Independent Advisor Alliance held 2,833 shares of Everest Group worth $926K as of Q1 2026.
  • Independent Advisor Alliance bought 169 Everest Group shares in Q1 2026, an estimated $55.6K.
  • Everest Group made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #863 holding.
  • Independent Advisor Alliance first reported a position in Everest Group in Q4 2016 and has held it in 13 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.