Institute for Wealth Management’s Everest Group EG Stock Holding History

Institute for Wealth Management’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	$59.8K	Buy	+168	New	+$57.5K	0.01%	826

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Institute for Wealth Management's EG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Everest Group (EG) in Q2 2026: 168 shares worth $59.8K. The stake represents 0.01% of the portfolio and ranks #826 among its holdings.

352 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Institute for Wealth Management held 168 shares of Everest Group worth $59.8K as of Q2 2026.
Everest Group was a new Institute for Wealth Management position in Q2 2026.
Everest Group made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #826 holding.
352 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.