Investors Research Corp’s Everest Group EG Stock Holding History

Investors Research Corp’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	–	Sell	-38	Closed	-$13.6K	–	804
2026 Q2	$13.6K	Hold	38	–	–	﹤0.01%	507
2026 Q1	$12.4K	Hold	38	–	–	﹤0.01%	528
2025 Q4	$12.9K	Hold	38	–	–	﹤0.01%	599
2025 Q3	$13.3K	Hold	38	–	–	﹤0.01%	606
2025 Q2	$12.9K	Hold	38	–	–	﹤0.01%	638
2025 Q1	$13.8K	Buy	38 +35	+1,167%	+$12.4K	﹤0.01%	640
2024 Q4	$1.09K	Hold	3	–	–	﹤0.01%	874
2024 Q3	$1.18K	Hold	3	–	–	﹤0.01%	902
2024 Q2	$1.14K	Hold	3	–	–	﹤0.01%	972
2024 Q1	$1.19K	Hold	3	–	–	﹤0.01%	945
2023 Q4	$1.06K	Hold	3	–	–	﹤0.01%	986
2023 Q3	$1.11K	Hold	3	–	–	﹤0.01%	986
2023 Q2	$1.03K	Hold	3	–	–	﹤0.01%	1011
2023 Q1	$1.07K	Hold	3	–	–	﹤0.01%	1033
2022 Q4	$994	Hold	3	–	–	﹤0.01%	1049
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	1024
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	1020
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	966
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	932
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	946
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	931
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	925
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	1024
2020 Q3	$1K	Sell	3 -3	-50%	-$642	﹤0.01%	1035
2020 Q2	$2K	Buy	6 +3	+100%	+$584	﹤0.01%	1001
2020 Q1	$1K	Hold	3	–	–	﹤0.01%	1067
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	1063
2019 Q3	$1K	Hold	3	–	–	﹤0.01%	1071
2019 Q2	$1K	Hold	3	–	–	﹤0.01%	1026
2019 Q1	$1K	Buy	+3	New	+$653	﹤0.01%	992

Other funds holding EG

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Investors Research Corp's EG Position: Q3 2026 in Review

Investors Research Corp sold out of Everest Group (EG) in Q3 2026, closing a stake of 38 shares — an estimated $13.6K sold.

Investors Research Corp first reported a position in EG in Q1 2019 and held it in 30 quarters. The position peaked at $13.8K in Q1 2025. 21 funds tracked by Wall St. Rank hold EG as of Q3 2026.

Investors Research Corp reported no remaining Everest Group position as of Q3 2026 after selling out during the quarter.
Investors Research Corp sold 38 Everest Group shares in Q3 2026, an estimated $13.6K.
Investors Research Corp first reported a position in Everest Group in Q1 2019 and held it in 30 quarters.
Investors Research Corp's Everest Group position peaked at $13.8K in Q1 2025.
21 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.