KFI
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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
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
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Key Financial Inc's EG Position: Q1 2026 in Review

Key Financial Inc reduced its Everest Group (EG) stake by 99% in Q1 2026, selling an estimated $51.7K and leaving 2 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Key Financial Inc first reported a position in EG in Q2 2021 and has held it in 20 quarters since. The position peaked at $63.2K in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Key Financial Inc held 2 shares of Everest Group worth $654 as of Q1 2026.
  • Key Financial Inc sold 157 Everest Group shares in Q1 2026, an estimated $51.7K.
  • Everest Group made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1288 holding.
  • Key Financial Inc first reported a position in Everest Group in Q2 2021 and has held it in 20 quarters since.
  • Key Financial Inc's Everest Group position peaked at $63.2K in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.