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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial's EG Position: Q1 2026 in Review

LPL Financial increased its Everest Group (EG) stake by 1.1% in Q1 2026, buying an estimated $66.5K and bringing the position to 19,405 shares worth $6.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

LPL Financial first reported a position in EG in Q4 2013 and has held it in 49 quarters since. The position peaked at $11.6M in Q4 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • LPL Financial held 19,405 shares of Everest Group worth $6.34M as of Q1 2026.
  • LPL Financial bought 202 Everest Group shares in Q1 2026, an estimated $66.5K.
  • Everest Group made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2415 holding.
  • LPL Financial first reported a position in Everest Group in Q4 2013 and has held it in 49 quarters since.
  • LPL Financial's Everest Group position peaked at $11.6M in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.