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Legacy Private Trust’s Everest Group EG Stock Holding History

Legacy Private Trust’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 		$383K Hold
1,050
– – 0.02% 219
2026
Q2 		$375K Hold
1,050
– – 0.02% 221
2026
Q1 		$343K Hold
1,050
– – 0.02% 221
2025
Q4 		$356K Hold
1,050
– – 0.02% 222
2025
Q3 		$368K Buy
+1,050
New +$355K 0.02% 215
2020
Q3 		– Sell
-1,005
Closed -$207K – 214
2020
Q2 		$207K Sell
1,005
-1,123
-53% -$219K 0.02% 200
2020
Q1 		$409K Sell
2,128
-395
-16% -$101K 0.05% 163
2019
Q4 		$698K Sell
2,523
-40
-2% -$10.6K 0.07% 155
2019
Q3 		$682K Sell
2,563
-237
-8% -$59.8K 0.08% 154
2019
Q2 		$692K Sell
2,800
-50
-2% -$12K 0.08% 152
2019
Q1 		$615K Sell
2,850
-15
-0.5% -$3.27K 0.07% 153
2018
Q4 		$624K Sell
2,865
-40
-1% -$8.71K 0.08% 153
2018
Q3 		$664K Sell
2,905
-2,450
-46% -$548K 0.08% 156
2018
Q2 		$1.23M Hold
5,355
– – 0.15% 123
2018
Q1 		$1.38M Sell
5,355
-355
-6% -$85.2K 0.16% 120
2017
Q4 		$1.26M Sell
5,710
-1,015
-15% -$229K 0.15% 119
2017
Q3 		$1.54M Sell
6,725
-340
-5% -$85.7K 0.19% 105
2017
Q2 		$1.8M Sell
7,065
-780
-10% -$193K 0.23% 95
2017
Q1 		$1.83M Buy
7,845
+7
+0.1% +$1.6K 0.24% 104
2016
Q4 		$1.7M Buy
7,838
+3,613
+86% +$745K 0.23% 108
2016
Q3 		$803K Hold
4,225
– – 0.11% 149
2016
Q2 		$772K Sell
4,225
-590
-12% -$108K 0.11% 148
2016
Q1 		$951K Hold
4,815
– – 0.14% 137
2015
Q4 		$882K Hold
4,815
– – 0.13% 138
2015
Q3 		$835K Hold
4,815
– – 0.13% 141
2015
Q2 		$876K Hold
4,815
– – 0.13% 149
2015
Q1 		$838K Sell
4,815
-35
-0.7% -$6.15K 0.12% 154
2014
Q4 		$826K Hold
4,850
– – 0.12% 160
2014
Q3 		$786K Hold
4,850
– – 0.12% 158
2014
Q2 		$778K Buy
+4,850
New +$768K 0.12% 155

Other funds holding EG

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Legacy Private Trust's EG Position: Q3 2026 in Review

Legacy Private Trust held its Everest Group (EG) position steady in Q3 2026 at 1,050 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #219.

Legacy Private Trust first reported a position in EG in Q2 2014 and has held it in 30 quarters since. The position peaked at $1.83M in Q1 2017. 21 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Legacy Private Trust held 1,050 shares of Everest Group worth $383K as of Q3 2026.
  • Legacy Private Trust left its Everest Group share count unchanged in Q3 2026.
  • Everest Group made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #219 holding.
  • Legacy Private Trust first reported a position in Everest Group in Q2 2014 and has held it in 30 quarters since.
  • Legacy Private Trust's Everest Group position peaked at $1.83M in Q1 2017.
  • 21 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.