Key Financial Inc’s Everest Group EG Stock Holding History

Key Financial Inc’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 Q3	$730	Hold	2	–	–	﹤0.01%	1197
2026 Q2	$714	Hold	2	–	–	﹤0.01%	1237
2026 Q1	$654	Sell	2 -157	-99%	-$51.7K	﹤0.01%	1288
2025 Q4	$54K	Hold	159	–	–	0.01%	499
2025 Q3	$56.2K	Hold	159	–	–	0.01%	495
2025 Q2	$54K	Hold	159	–	–	0.01%	479
2025 Q1	$57.8K	Hold	159	–	–	0.01%	460
2024 Q4	$57.6K	Hold	159	–	–	0.01%	456
2024 Q3	$62.3K	Hold	159	–	–	0.01%	446
2024 Q2	$60.6K	Hold	159	–	–	0.01%	429
2024 Q1	$63.2K	Hold	159	–	–	0.02%	397
2023 Q4	$56.2K	Hold	159	–	–	0.02%	406
2023 Q3	$59.1K	Hold	159	–	–	0.02%	375
2023 Q2	$54.4K	Hold	159	–	–	0.02%	393
2023 Q1	$56.9K	Hold	159	–	–	0.02%	371
2022 Q4	$41.7K	Hold	159	–	–	0.02%	391
2022 Q3	$42K	Hold	159	–	–	0.02%	394
2022 Q2	$45K	Hold	159	–	–	0.02%	375
2022 Q1	$48K	Hold	159	–	–	0.02%	366
2021 Q4	$44K	Hold	159	–	–	0.02%	362
2021 Q3	$40K	Sell	159 -78	-33%	-$20K	0.02%	371
2021 Q2	$60K	Buy	+237	New	+$61.7K	0.03%	327

Other funds holding EG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Key Financial Inc's EG Position: Q3 2026 in Review

Key Financial Inc held its Everest Group (EG) position steady in Q3 2026 at 2 shares worth $730. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Key Financial Inc first reported a position in EG in Q2 2021 and has held it in 22 quarters since. The position peaked at $63.2K in Q1 2024. 580 funds tracked by Wall St. Rank hold EG as of Q3 2026.

Key Financial Inc held 2 shares of Everest Group worth $730 as of Q3 2026.
Key Financial Inc left its Everest Group share count unchanged in Q3 2026.
Everest Group made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1197 holding.
Key Financial Inc first reported a position in Everest Group in Q2 2021 and has held it in 22 quarters since.
Key Financial Inc's Everest Group position peaked at $63.2K in Q1 2024.
580 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.