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LRI Investments’s Everest Group EG Stock Holding History

LRI Investments’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 		$16.1K Buy
45
+3
+7% +$1.03K ﹤0.01% 833
2026
Q1 		$13.7K Buy
42
+3
+8% +$987 ﹤0.01% 797
2025
Q4 		$13.2K Buy
+39
New +$12.9K ﹤0.01% 794

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

LRI Investments's EG Position: Q2 2026 in Review

LRI Investments increased its Everest Group (EG) stake by 7.1% in Q2 2026, buying an estimated $1.03K and bringing the position to 45 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

LRI Investments first reported a position in EG in Q4 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • LRI Investments held 45 shares of Everest Group worth $16.1K as of Q2 2026.
  • LRI Investments bought 3 Everest Group shares in Q2 2026, an estimated $1.03K.
  • Everest Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #833 holding.
  • LRI Investments first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.