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Kaufman Rossin Wealth’s Everest Group EG Stock Holding History

Kaufman Rossin Wealth’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
Q1 		– Sell
-748
Closed -$254K – 126
2025
Q4 		$254K Sell
748
-451
-38% -$149K 0.13% 127
2025
Q3 		$420K Buy
+1,199
New +$405K 0.23% 63

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaufman Rossin Wealth's EG Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Everest Group (EG) in Q1 2026, closing a stake of 748 shares — an estimated $254K sold.

Kaufman Rossin Wealth first reported a position in EG in Q3 2025 and held it in 2 quarters. The position peaked at $420K in Q3 2025. 666 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 748 Everest Group shares in Q1 2026, an estimated $254K.
  • Kaufman Rossin Wealth first reported a position in Everest Group in Q3 2025 and held it in 2 quarters.
  • Kaufman Rossin Wealth's Everest Group position peaked at $420K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.