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Legacy Wealth Asset Management’s Everest Group EG Stock Holding History

Legacy Wealth Asset Management’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 		$593K Buy
1,625
+9
+0.6% +$3.37K 0.13% 231
2026
Q2 		$577K Buy
1,616
+1
+0.1% +$342 0.13% 240
2026
Q1 		$528K Buy
1,615
+51
+3% +$16.8K 0.13% 252
2025
Q4 		$531K Buy
1,564
+46
+3% +$15.2K 0.13% 246
2025
Q3 		$532K Buy
1,518
+25
+2% +$8.44K 0.13% 242
2025
Q2 		$507K Buy
1,493
+42
+3% +$14.5K 0.13% 249
2025
Q1 		$527K Buy
1,451
+1
+0.1% +$353 0.15% 230
2024
Q4 		$526K Sell
1,450
-10
-0.7% -$3.75K 0.14% 230
2024
Q3 		$572K Buy
1,460
+50
+4% +$19K 0.15% 219
2024
Q2 		$537K Buy
1,410
+13
+0.9% +$4.91K 0.15% 213
2024
Q1 		$555K Buy
1,397
+67
+5% +$25.1K 0.15% 211
2023
Q4 		$470K Sell
1,330
-9
-0.7% -$3.48K 0.15% 234
2023
Q3 		$498K Buy
1,339
+43
+3% +$15.6K 0.18% 196
2023
Q2 		$443K Buy
1,296
+4
+0.3% +$1.45K 0.15% 226
2023
Q1 		$463K Buy
1,292
+20
+2% +$7.19K 0.17% 208
2022
Q4 		$421K Buy
+1,272
New +$396K 0.16% 231

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
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 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 Wealth Asset Management's EG Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Everest Group (EG) stake by 0.56% in Q3 2026, buying an estimated $3.37K and bringing the position to 1,625 shares worth $593K. The position accounts for 0.13% of the portfolio, ranked #231.

Legacy Wealth Asset Management first reported a position in EG in Q4 2022 and has held it in 16 quarters since. 21 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Legacy Wealth Asset Management held 1,625 shares of Everest Group worth $593K as of Q3 2026.
  • Legacy Wealth Asset Management bought 9 Everest Group shares in Q3 2026, an estimated $3.37K.
  • Everest Group made up 0.13% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #231 holding.
  • Legacy Wealth Asset Management first reported a position in Everest Group in Q4 2022 and has held it in 16 quarters since.
  • 21 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.