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Legend Financial Advisors’s Everest Group EG Stock Holding History

Legend Financial Advisors’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
2025
Q4 		– Sell
-1,910
Closed -$669K – 38
2025
Q3 		$669K Buy
1,910
+15
+0.8% +$5.06K 0.41% 33
2025
Q2 		$644K Buy
1,895
+26
+1% +$8.97K 0.43% 34
2025
Q1 		$679K Buy
1,869
+9
+0.5% +$3.18K 0.5% 27
2024
Q4 		$674K Buy
1,860
+113
+6% +$42.3K 0.48% 27
2024
Q3 		$685K Sell
1,747
-18
-1% -$6.86K 0.47% 26
2024
Q2 		$673K Buy
1,765
+27
+2% +$10.2K 0.48% 28
2024
Q1 		$691K Buy
+1,738
New +$652K 0.5% 29

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Legend Financial Advisors's EG Position: Q4 2025 in Review

Legend Financial Advisors sold out of Everest Group (EG) in Q4 2025, closing a stake of 1,910 shares — an estimated $669K sold.

Legend Financial Advisors first reported a position in EG in Q1 2024 and held it in 7 quarters. The position peaked at $691K in Q1 2024. 684 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Legend Financial Advisors reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 1,910 Everest Group shares in Q4 2025, an estimated $669K.
  • Legend Financial Advisors first reported a position in Everest Group in Q1 2024 and held it in 7 quarters.
  • Legend Financial Advisors's Everest Group position peaked at $691K in Q1 2024.
  • 684 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Legend Financial Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.