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Leonteq Securities AG’s Everest Group EG Stock Holding History

Leonteq Securities AG’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 		$581K Sell
1,626
-9
-0.6% -$3.08K 0.02% 374
2026
Q1 		$534K Buy
1,635
+965
+144% +$318K 0.02% 400
2025
Q4 		$227K Hold
670
– – 0.01% 638
2025
Q3 		$235K Hold
670
– – 0.01% 573
2025
Q2 		$228K Hold
670
– – 0.01% 544
2025
Q1 		$243K Hold
670
– – 0.01% 504
2024
Q4 		$243K Sell
670
-2
-0.3% -$749 0.02% 497
2024
Q3 		$263K Hold
672
– – 0.02% 432
2024
Q2 		$256K Buy
672
+160
+31% +$60.5K 0.02% 430
2024
Q1 		$204K Sell
512
-135
-21% -$50.6K 0.02% 496
2023
Q4 		$229K Sell
647
-68
-10% -$26.3K 0.01% 460
2023
Q3 		$266K Sell
715
-26
-4% -$9.44K 0.01% 467
2023
Q2 		$253K Hold
741
– – 0.01% 502
2023
Q1 		$265K Buy
741
+232
+46% +$83.4K 0.01% 476
2022
Q4 		$169K Buy
+509
New +$159K 0.01% 573

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

Leonteq Securities AG's EG Position: Q2 2026 in Review

Leonteq Securities AG reduced its Everest Group (EG) stake by 0.55% in Q2 2026, selling an estimated $3.08K and leaving 1,626 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #374.

Leonteq Securities AG first reported a position in EG in Q4 2022 and has held it in 15 quarters since. 684 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Leonteq Securities AG held 1,626 shares of Everest Group worth $581K as of Q2 2026.
  • Leonteq Securities AG sold 9 Everest Group shares in Q2 2026, an estimated $3.08K.
  • Everest Group made up 0.02% of Leonteq Securities AG's portfolio in Q2 2026, its #374 holding.
  • Leonteq Securities AG first reported a position in Everest Group in Q4 2022 and has held it in 15 quarters since.
  • 684 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.