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Mosley Wealth Management’s Everest Group EG Stock Holding History

Mosley Wealth Management’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 		$357 Buy
+1
New +$342 ﹤0.01% 671

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mosley Wealth Management's EG Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Everest Group (EG) in Q2 2026: 1 share worth $357. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings.

338 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Mosley Wealth Management held 1 share of Everest Group worth $357 as of Q2 2026.
  • Everest Group was a new Mosley Wealth Management position in Q2 2026.
  • Everest Group made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #671 holding.
  • 338 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.