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Kestra Advisory Services’s Everest Group EG Stock Holding History

Kestra Advisory Services’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
-806
Closed -$274K – 3461
2025
Q4 		$274K Sell
806
-2,727
-77% -$901K ﹤0.01% 2619
2025
Q3 		$1.24M Sell
3,533
-1,494
-30% -$504K 0.01% 1448
2025
Q2 		$1.71M Buy
5,027
+335
+7% +$116K 0.01% 1165
2025
Q1 		$1.7M Buy
4,692
+829
+21% +$293K 0.01% 1064
2024
Q4 		$1.4M Buy
3,863
+547
+16% +$205K 0.01% 1199
2024
Q3 		$1.3M Buy
+3,316
New +$1.26M 0.01% 1176
2024
Q1 		– Sell
-586
Closed -$207K – 2478
2023
Q4 		$207K Sell
586
-390
-40% -$151K ﹤0.01% 2088
2023
Q3 		$363K Buy
+976
New +$354K ﹤0.01% 1551
2023
Q1 		– Sell
-976
Closed -$323K – 2134
2022
Q4 		$323K Buy
+976
New +$304K ﹤0.01% 1686

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Advisory Services's EG Position: Q1 2026 in Review

Kestra Advisory Services sold out of Everest Group (EG) in Q1 2026, closing a stake of 806 shares — an estimated $274K sold.

Kestra Advisory Services first reported a position in EG in Q4 2022 and held it in 9 quarters. The position peaked at $1.71M in Q2 2025. 668 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Kestra Advisory Services reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 806 Everest Group shares in Q1 2026, an estimated $274K.
  • Kestra Advisory Services first reported a position in Everest Group in Q4 2022 and held it in 9 quarters.
  • Kestra Advisory Services's Everest Group position peaked at $1.71M in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.