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 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 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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MBA Advisors's EG Position: Q1 2026 in Review

MBA Advisors reduced its Everest Group (EG) stake by 14% in Q1 2026, selling an estimated $33.2K and leaving 632 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #143.

MBA Advisors first reported a position in EG in Q1 2025 and has held it in 5 quarters since. The position peaked at $443K in Q1 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

MBA Advisors held 632 shares of Everest Group worth $207K as of Q1 2026.
MBA Advisors sold 101 Everest Group shares in Q1 2026, an estimated $33.2K.
Everest Group made up 0.08% of MBA Advisors's portfolio in Q1 2026, its #143 holding.
MBA Advisors first reported a position in Everest Group in Q1 2025 and has held it in 5 quarters since.
MBA Advisors's Everest Group position peaked at $443K in Q1 2025.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.