MOTCO’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$730	Hold	2	–	–	﹤0.01%	672
2026 Q2	$714	Buy	2 +1	+100%	+$342	﹤0.01%	628
2026 Q1	$327	Hold	1	–	–	﹤0.01%	592
2025 Q4	$339	Hold	1	–	–	﹤0.01%	620
2025 Q3	$350	Hold	1	–	–	﹤0.01%	633
2025 Q2	$336	Buy	+1	New	+$345	﹤0.01%	601
2023 Q3	–	Sell	-1	Closed	-$342	–	873
2023 Q2	$342	Buy	+1	New	+$361	﹤0.01%	917

Other funds holding EG

MOTCO held its Everest Group (EG) position steady in Q3 2026 at 2 shares worth $730. The position accounts for ﹤0.01% of the portfolio, ranked #672.

MOTCO first reported a position in EG in Q2 2023 and has held it in 7 quarters since. 413 funds tracked by Wall St. Rank hold EG as of Q3 2026.

MOTCO held 2 shares of Everest Group worth $730 as of Q3 2026.
MOTCO left its Everest Group share count unchanged in Q3 2026.
Everest Group made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #672 holding.
MOTCO first reported a position in Everest Group in Q2 2023 and has held it in 7 quarters since.
413 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.