JTF
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J. Team Financial’s Everest Group EG Stock Holding History

J. Team Financial’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 		$291K Buy
814
+7
+0.9% +$2.4K 0.28% 76
2026
Q1 		$264K Sell
807
-87
-10% -$28.6K 0.3% 68
2025
Q4 		$303K Buy
894
+13
+1% +$4.29K 0.3% 69
2025
Q3 		$309K Buy
+881
New +$297K 0.31% 64

Other funds holding EG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

J. Team Financial's EG Position: Q2 2026 in Review

J. Team Financial increased its Everest Group (EG) stake by 0.87% in Q2 2026, buying an estimated $2.4K and bringing the position to 814 shares worth $291K. The position accounts for 0.28% of the portfolio, ranked #76.

J. Team Financial first reported a position in EG in Q3 2025 and has held it in 4 quarters since. The position peaked at $309K in Q3 2025. 310 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • J. Team Financial held 814 shares of Everest Group worth $291K as of Q2 2026.
  • J. Team Financial bought 7 Everest Group shares in Q2 2026, an estimated $2.4K.
  • Everest Group made up 0.28% of J. Team Financial's portfolio in Q2 2026, its #76 holding.
  • J. Team Financial first reported a position in Everest Group in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Everest Group position peaked at $309K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.