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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
Q2 		$33.6K Buy
94
+53
+129% +$18.1K ﹤0.01% 1719
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Larson Financial Group's EG Position: Q2 2026 in Review

Larson Financial Group increased its Everest Group (EG) stake by 129% in Q2 2026, buying an estimated $18.1K and bringing the position to 94 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Larson Financial Group first reported a position in EG in Q3 2020 and has held it in 20 quarters since. The position peaked at $46.9K in Q4 2023. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Larson Financial Group held 94 shares of Everest Group worth $33.6K as of Q2 2026.
  • Larson Financial Group bought 53 Everest Group shares in Q2 2026, an estimated $18.1K.
  • Everest Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1719 holding.
  • Larson Financial Group first reported a position in Everest Group in Q3 2020 and has held it in 20 quarters since.
  • Larson Financial Group's Everest Group position peaked at $46.9K in Q4 2023.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.