MBA Advisors
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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
Q3 		$304K Buy
833
+167
+25% +$62.4K 0.1% 127
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

MBA Advisors's EG Position: Q3 2026 in Review

MBA Advisors increased its Everest Group (EG) stake by 25% in Q3 2026, buying an estimated $62.4K and bringing the position to 833 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #127.

MBA Advisors first reported a position in EG in Q1 2025 and has held it in 7 quarters since. The position peaked at $443K in Q1 2025. 351 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • MBA Advisors held 833 shares of Everest Group worth $304K as of Q3 2026.
  • MBA Advisors bought 167 Everest Group shares in Q3 2026, an estimated $62.4K.
  • Everest Group made up 0.1% of MBA Advisors's portfolio in Q3 2026, its #127 holding.
  • MBA Advisors first reported a position in Everest Group in Q1 2025 and has held it in 7 quarters since.
  • MBA Advisors's Everest Group position peaked at $443K in Q1 2025.
  • 351 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.