MFG
EG icon

Merit Financial Group’s Everest Group EG Stock Holding History

Merit Financial Group’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 		$890K Buy
2,491
+376
+18% +$129K 0.01% 1142
2026
Q1 		$691K Sell
2,115
-1,950
-48% -$642K 0.01% 1179
2025
Q4 		$1.38M Sell
4,065
-1,613
-28% -$533K 0.01% 790
2025
Q3 		$1.99M Buy
5,678
+3,194
+129% +$1.08M 0.02% 577
2025
Q2 		$844K Buy
2,484
+1,074
+76% +$371K 0.01% 866
2025
Q1 		$512K Buy
+1,410
New +$498K 0.01% 924

Other funds holding EG

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Merit Financial Group's EG Position: Q2 2026 in Review

Merit Financial Group increased its Everest Group (EG) stake by 18% in Q2 2026, buying an estimated $129K and bringing the position to 2,491 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #1142.

Merit Financial Group first reported a position in EG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.99M in Q3 2025. 113 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Merit Financial Group held 2,491 shares of Everest Group worth $890K as of Q2 2026.
  • Merit Financial Group bought 376 Everest Group shares in Q2 2026, an estimated $129K.
  • Everest Group made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1142 holding.
  • Merit Financial Group first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Everest Group position peaked at $1.99M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.