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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
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

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

Legacy Private Trust's EG Position: Q2 2026 in Review

Legacy Private Trust held its Everest Group (EG) position steady in Q2 2026 at 1,050 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #221.

Legacy Private Trust first reported a position in EG in Q2 2014 and has held it in 29 quarters since. The position peaked at $1.83M in Q1 2017. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Legacy Private Trust held 1,050 shares of Everest Group worth $375K as of Q2 2026.
  • Legacy Private Trust left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up 0.02% of Legacy Private Trust's portfolio in Q2 2026, its #221 holding.
  • Legacy Private Trust first reported a position in Everest Group in Q2 2014 and has held it in 29 quarters since.
  • Legacy Private Trust's Everest Group position peaked at $1.83M in Q1 2017.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.