Jones Financial Companies
EG icon

Jones Financial Companies’s Everest Group EG Stock Holding History

Jones Financial Companies’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 		$241K Buy
677
+90
+15% +$30.8K ﹤0.01% 2496
2026
Q1 		$187K Sell
587
-285
-33% -$93.8K ﹤0.01% 2429
2025
Q4 		$296K Buy
872
+293
+51% +$96.8K ﹤0.01% 1730
2025
Q3 		$202K Buy
579
+290
+100% +$97.9K ﹤0.01% 1778
2025
Q2 		$97.5K Buy
289
+206
+248% +$71.1K ﹤0.01% 1950
2025
Q1 		$30K Sell
83
-17
-17% -$6.01K ﹤0.01% 2270
2024
Q4 		$36.4K Buy
100
+15
+18% +$5.62K ﹤0.01% 2005
2024
Q3 		$33.7K Buy
85
+21
+33% +$8K ﹤0.01% 1782
2024
Q2 		$24.4K Buy
64
+11
+21% +$4.16K ﹤0.01% 1486
2024
Q1 		$21.1K Buy
53
+45
+563% +$16.9K ﹤0.01% 893
2023
Q4 		$2.83K Buy
8
+5
+167% +$1.94K ﹤0.01% 859
2023
Q3 		$1.11K Buy
+3
New +$1.09K ﹤0.01% 625

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

Jones Financial Companies's EG Position: Q2 2026 in Review

Jones Financial Companies increased its Everest Group (EG) stake by 15% in Q2 2026, buying an estimated $30.8K and bringing the position to 677 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Jones Financial Companies first reported a position in EG in Q3 2023 and has held it in 12 quarters since. The position peaked at $296K in Q4 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Jones Financial Companies held 677 shares of Everest Group worth $241K as of Q2 2026.
  • Jones Financial Companies bought 90 Everest Group shares in Q2 2026, an estimated $30.8K.
  • Everest Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2496 holding.
  • Jones Financial Companies first reported a position in Everest Group in Q3 2023 and has held it in 12 quarters since.
  • Jones Financial Companies's Everest Group position peaked at $296K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.