IWC
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Integrated Wealth Concepts’s Everest Group EG Stock Holding History

Integrated Wealth Concepts’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 		$4.61M Buy
12,901
+506
+4% +$173K 0.03% 514
2026
Q1 		$4.05M Sell
12,395
-484
-4% -$159K 0.03% 494
2025
Q4 		$4.37M Sell
12,879
-1,588
-11% -$524K 0.05% 324
2025
Q3 		$5.07M Buy
14,467
+2,569
+22% +$867K 0.05% 377
2025
Q2 		$4.04M Buy
11,898
+2,311
+24% +$797K 0.04% 386
2025
Q1 		$3.48M Buy
9,587
+7,960
+489% +$2.81M 0.04% 411
2024
Q4 		$590K Sell
1,627
-210
-11% -$78.6K 0.01% 1054
2024
Q3 		$720K Buy
1,837
+900
+96% +$343K 0.01% 935
2024
Q2 		$357K Buy
937
+238
+34% +$90K ﹤0.01% 1220
2024
Q1 		$278K Sell
699
-515
-42% -$193K ﹤0.01% 1356
2023
Q4 		$429K Buy
+1,214
New +$470K 0.01% 1067

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

Integrated Wealth Concepts's EG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Everest Group (EG) stake by 4.1% in Q2 2026, buying an estimated $173K and bringing the position to 12,901 shares worth $4.61M. The position accounts for 0.03% of the portfolio, ranked #514.

Integrated Wealth Concepts first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.07M in Q3 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Integrated Wealth Concepts held 12,901 shares of Everest Group worth $4.61M as of Q2 2026.
  • Integrated Wealth Concepts bought 506 Everest Group shares in Q2 2026, an estimated $173K.
  • Everest Group made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #514 holding.
  • Integrated Wealth Concepts first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Everest Group position peaked at $5.07M in Q3 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.