Larson Financial Group’s Everest Group EG Stock Holding History

Larson Financial Group’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	$13.4K	Buy	41 +25	+156%	+$8.23K	﹤0.01%	2070
2025 Q4	$5.43K	Buy	16 +5	+45%	+$1.65K	﹤0.01%	2425
2025 Q3	$3.85K	Sell	11 -11	-50%	-$3.71K	﹤0.01%	2450
2025 Q2	$7.48K	Buy	22 +2	+10%	+$690	﹤0.01%	1939
2025 Q1	$7.27K	Sell	20 -18	-47%	-$6.36K	﹤0.01%	1754
2024 Q4	$13.8K	Buy	38 +13	+52%	+$4.87K	﹤0.01%	1368
2024 Q3	$9.8K	Buy	25 +20	+400%	+$7.62K	﹤0.01%	1484
2024 Q2	$1.91K	Buy	5 +4	+400%	+$1.51K	﹤0.01%	1598
2024 Q1	$398	Sell	1 -132	-99%	-$49.5K	﹤0.01%	1580
2023 Q4	$46.9K	Buy	+133	New	+$51.5K	﹤0.01%	668
2022 Q4	–	Sell	-91	Closed	-$24K	–	1511
2022 Q3	$24K	Buy	91 +1	+1%	+$271	﹤0.01%	590
2022 Q2	$25K	Hold	90	–	–	﹤0.01%	502
2022 Q1	$27K	Buy	90 +1	+1%	+$287	﹤0.01%	477
2021 Q4	$24K	Hold	89	–	–	﹤0.01%	504
2021 Q3	$22K	Buy	89 +1	+1%	+$256	﹤0.01%	443
2021 Q2	$22K	Buy	88 +1	+1%	+$260	0.01%	419
2021 Q1	$22K	Hold	87	–	–	0.01%	391
2020 Q4	$20K	Hold	87	–	–	0.01%	369
2020 Q3	$17K	Buy	+87	New	+$18.6K	0.01%	352

Other funds holding EG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return