JNBA Financial Advisors’s Everest Group EG Stock Holding History

JNBA Financial Advisors’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	$2.14K	Hold	6	–	–	﹤0.01%	710
2026 Q1	$1.96K	Hold	6	–	–	﹤0.01%	735
2025 Q4	$2.04K	Hold	6	–	–	﹤0.01%	672
2025 Q3	$2.1K	Hold	6	–	–	﹤0.01%	599
2025 Q2	$2.04K	Hold	6	–	–	﹤0.01%	596
2025 Q1	$2.18K	Hold	6	–	–	﹤0.01%	592
2024 Q4	$2.17K	Hold	6	–	–	﹤0.01%	586
2024 Q3	$2.35K	Hold	6	–	–	﹤0.01%	594
2024 Q2	$2.29K	Hold	6	–	–	﹤0.01%	572
2024 Q1	$2.38K	Hold	6	–	–	﹤0.01%	591
2023 Q4	$2.12K	Hold	6	–	–	﹤0.01%	612
2023 Q3	$2.23K	Hold	6	–	–	﹤0.01%	614
2023 Q2	$2.05K	Hold	6	–	–	﹤0.01%	618
2023 Q1	$2.15K	Hold	6	–	–	﹤0.01%	617
2022 Q4	$1.99K	Hold	6	–	–	﹤0.01%	587
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	599
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	640
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	627
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	733
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	666
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	617
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	623
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	579
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	548
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	539
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	534
2019 Q4	$2K	Buy	+6	New	+$1.58K	﹤0.01%	553
2016 Q4	–	Sell	-301	Closed	-$57K	–	726
2016 Q3	$57K	Buy	+301	New	+$56.6K	0.01%	502

Other funds holding EG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JNBA Financial Advisors's EG Position: Q2 2026 in Review

JNBA Financial Advisors held its Everest Group (EG) position steady in Q2 2026 at 6 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

JNBA Financial Advisors first reported a position in EG in Q3 2016 and has held it in 28 quarters since. The position peaked at $57K in Q3 2016. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

JNBA Financial Advisors held 6 shares of Everest Group worth $2.14K as of Q2 2026.
JNBA Financial Advisors left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #710 holding.
JNBA Financial Advisors first reported a position in Everest Group in Q3 2016 and has held it in 28 quarters since.
JNBA Financial Advisors's Everest Group position peaked at $57K in Q3 2016.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.