Janney Montgomery Scott
EG icon

Janney Montgomery Scott’s Everest Group EG Stock Holding History

Janney Montgomery Scott’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 		$5.92M Sell
16,571
-510
-3% -$175K 0.01% 887
2026
Q1 		$5.58M Sell
17,081
-1,030
-6% -$339K 0.01% 796
2025
Q4 		$6.15M Sell
18,111
-392
-2% -$129K 0.01% 796
2025
Q3 		$6.48M Buy
+18,503
New +$6.25M 0.02% 769
2025
Q1 		– Sell
-22,693
Closed -$8.22M – 2713
2024
Q4 		$8.22M Buy
22,693
+13,687
+152% +$5.13M 0.02% 605
2024
Q3 		$3.53M Sell
9,006
-4
-0% -$1.52K 0.01% 877
2024
Q2 		$3.43M Buy
9,010
+343
+4% +$130K 0.01% 860
2024
Q1 		$3.44M Sell
8,667
-2,920
-25% -$1.09M 0.01% 904
2023
Q4 		$4.1M Buy
11,587
+5,331
+85% +$2.06M 0.01% 805
2023
Q3 		$2.33M Buy
6,256
+3,121
+100% +$1.13M 0.01% 962
2023
Q2 		$1.07M Sell
3,135
-748
-19% -$270K ﹤0.01% 1375
2023
Q1 		$1.39M Buy
3,883
+922
+31% +$331K 0.01% 1149
2022
Q4 		$981K Buy
2,961
+959
+48% +$299K ﹤0.01% 1389
2022
Q3 		$526K Sell
2,002
-50
-2% -$13.5K ﹤0.01% 1676
2022
Q2 		$575K Buy
2,052
+1,028
+100% +$291K ﹤0.01% 1537
2022
Q1 		$309K Sell
1,024
-23
-2% -$6.61K ﹤0.01% 1871
2021
Q4 		$287K Sell
1,047
-14
-1% -$3.78K ﹤0.01% 2023
2021
Q3 		$266K Buy
1,061
+42
+4% +$10.8K ﹤0.01% 2020
2021
Q2 		$257K Hold
1,019
– – ﹤0.01% 2001
2021
Q1 		$253K Sell
1,019
-4,349
-81% -$1.04M ﹤0.01% 1947
2020
Q4 		$1.26M Sell
5,368
-594
-10% -$131K 0.01% 1069
2020
Q3 		$1.18M Sell
5,962
-479
-7% -$103K 0.01% 1022
2020
Q2 		$1.33M Sell
6,441
-882
-12% -$172K 0.01% 916
2020
Q1 		$1.41M Sell
7,323
-554
-7% -$141K 0.01% 819
2019
Q4 		$2.18M Sell
7,877
-53
-0.7% -$14K 0.01% 758
2019
Q3 		$2.11M Sell
7,930
-203
-2% -$51.3K 0.02% 743
2019
Q2 		$2.01M Buy
8,133
+838
+11% +$201K 0.02% 734
2019
Q1 		$1.58M Sell
7,295
-2,855
-28% -$621K 0.01% 817
2018
Q4 		$2.21M Buy
10,150
+2,518
+33% +$549K 0.02% 608
2018
Q3 		$1.74M Buy
7,632
+137
+2% +$30.7K 0.02% 749
2018
Q2 		$1.73M Buy
7,495
+6,301
+528% +$1.48M 0.02% 735
2018
Q1 		$307K Buy
1,194
+194
+19% +$46.6K ﹤0.01% 1587
2017
Q4 		$221K Sell
1,000
-84
-8% -$18.9K ﹤0.01% 1748
2017
Q3 		$248K Buy
1,084
+147
+16% +$37.1K ﹤0.01% 1602
2017
Q2 		$239K Buy
937
+42
+5% +$10.4K ﹤0.01% 1543
2017
Q1 		$209K Buy
+895
New +$204K ﹤0.01% 1595
2016
Q2 		– Sell
-4,571
Closed -$902K – 805
2016
Q1 		$902K Sell
4,571
-859
-16% -$159K 0.02% 551
2015
Q4 		$994K Sell
5,430
-524
-9% -$95.2K 0.03% 555
2015
Q3 		$1.03M Buy
+5,954
New +$1.08M 0.03% 527
2015
Q2 		– Sell
-5,962
Closed -$1.04M – 2064
2015
Q1 		$1.04M Buy
5,962
+3,498
+142% +$615K 0.02% 873
2014
Q4 		$420K Sell
2,464
-99
-4% -$16.7K 0.01% 1442
2014
Q3 		$415K Buy
2,563
+659
+35% +$107K 0.01% 1415
2014
Q2 		$306K Buy
+1,904
New +$301K 0.01% 1602

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

Janney Montgomery Scott's EG Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Everest Group (EG) stake by 3% in Q2 2026, selling an estimated $175K and leaving 16,571 shares worth $5.92M. The position accounts for 0.01% of the portfolio, ranked #887.

Janney Montgomery Scott first reported a position in EG in Q2 2014 and has held it in 43 quarters since. The position peaked at $8.22M in Q4 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Janney Montgomery Scott held 16,571 shares of Everest Group worth $5.92M as of Q2 2026.
  • Janney Montgomery Scott sold 510 Everest Group shares in Q2 2026, an estimated $175K.
  • Everest Group made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #887 holding.
  • Janney Montgomery Scott first reported a position in Everest Group in Q2 2014 and has held it in 43 quarters since.
  • Janney Montgomery Scott's Everest Group position peaked at $8.22M in Q4 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.