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MBA Advisors’s Everest Group EG Stock Holding History

MBA 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
2026
Q2 		$238K Buy
666
+34
+5% +$11.6K 0.08% 144
2026
Q1 		$207K Sell
632
-101
-14% -$33.2K 0.08% 143
2025
Q4 		$249K Sell
733
-203
-22% -$67K 0.1% 126
2025
Q3 		$328K Sell
936
-123
-12% -$41.5K 0.14% 105
2025
Q2 		$360K Sell
1,059
-160
-13% -$55.2K 0.17% 98
2025
Q1 		$443K Buy
+1,219
New +$431K 0.22% 81

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

MBA Advisors's EG Position: Q2 2026 in Review

MBA Advisors increased its Everest Group (EG) stake by 5.4% in Q2 2026, buying an estimated $11.6K and bringing the position to 666 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #144.

MBA Advisors first reported a position in EG in Q1 2025 and has held it in 6 quarters since. The position peaked at $443K in Q1 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • MBA Advisors held 666 shares of Everest Group worth $238K as of Q2 2026.
  • MBA Advisors bought 34 Everest Group shares in Q2 2026, an estimated $11.6K.
  • Everest Group made up 0.08% of MBA Advisors's portfolio in Q2 2026, its #144 holding.
  • MBA Advisors first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • MBA Advisors's Everest Group position peaked at $443K in Q1 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.