Jump Financial’s Everest Group EG Stock Holding History

Jump 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
2025 Q4	–	Sell	-4,699	Closed	-$1.65M	–	2034
2025 Q3	$1.65M	Buy	4,699 +257	+6%	+$86.8K	0.02%	807
2025 Q2	$1.51M	Buy	+4,442	New	+$1.53M	0.02%	815
2025 Q1	–	Sell	-8,979	Closed	-$3.25M	–	1698
2024 Q4	$3.25M	Buy	8,979 +1,473	+20%	+$552K	0.07%	369
2024 Q3	$2.94M	Buy	+7,506	New	+$2.86M	0.06%	378
2024 Q2	–	Sell	-506	Closed	-$201K	–	1915
2024 Q1	$201K	Sell	506 -12,316	-96%	-$4.62M	0.01%	1686
2023 Q4	$4.53M	Buy	12,822 +11,389	+795%	+$4.41M	0.14%	130
2023 Q3	$533K	Sell	1,433 -7,572	-84%	-$2.75M	0.02%	984
2023 Q2	$3.08M	Buy	+9,005	New	+$3.25M	0.11%	243
2022 Q2	–	Sell	-1,269	Closed	-$382K	–	1717
2022 Q1	$382K	Buy	+1,269	New	+$365K	0.02%	944
2021 Q4	–	Sell	-804	Closed	-$202K	–	1465
2021 Q3	$202K	Buy	+804	New	+$206K	0.01%	873
2021 Q2	–	Sell	-1,049	Closed	-$260K	–	1160
2021 Q1	$260K	Sell	1,049 -14	-1%	-$3.33K	0.02%	659
2020 Q4	$249K	Buy	+1,063	New	+$235K	0.04%	676

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Jump Financial's EG Position: Q4 2025 in Review

Jump Financial sold out of Everest Group (EG) in Q4 2025, closing a stake of 4,699 shares — an estimated $1.65M sold.

Jump Financial first reported a position in EG in Q4 2020 and held it in 12 quarters. The position peaked at $4.53M in Q4 2023. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Jump Financial reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Jump Financial sold 4,699 Everest Group shares in Q4 2025, an estimated $1.65M.
Jump Financial first reported a position in Everest Group in Q4 2020 and held it in 12 quarters.
Jump Financial's Everest Group position peaked at $4.53M in Q4 2023.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Jump Financial's 13F filing for Q4 2025, filed 17 Feb 2026.