LPL Financial
EG icon

LPL Financial’s Everest Group EG Stock Holding History

LPL Financial’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
2016
Q4 		– Sell
-6,310
Closed -$1.2M – 2703
2016
Q3 		$1.2M Buy
+6,310
New +$1.19M 0.01% 1062

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

LPL Financial's EG Position: Q2 2026 in Review

LPL Financial reduced its Everest Group (EG) stake by 4.6% in Q2 2026, selling an estimated $309K and leaving 18,503 shares worth $6.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

LPL Financial first reported a position in EG in Q4 2013 and has held it in 50 quarters since. The position peaked at $11.6M in Q4 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • LPL Financial held 18,503 shares of Everest Group worth $6.61M as of Q2 2026.
  • LPL Financial sold 902 Everest Group shares in Q2 2026, an estimated $309K.
  • Everest Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2539 holding.
  • LPL Financial first reported a position in Everest Group in Q4 2013 and has held it in 50 quarters since.
  • LPL Financial's Everest Group position peaked at $11.6M in Q4 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.