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MUFG Securities Americas’s Everest Group EG Stock Holding History

MUFG Securities Americas’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 		$426K Buy
1,192
+66
+6% +$22.6K 0.02% 436
2026
Q1 		$368K Sell
1,126
-5
-0.4% -$1.65K 0.02% 443
2025
Q4 		$384K Hold
1,131
– – 0.02% 435
2025
Q3 		$396K Buy
1,131
+188
+20% +$63.5K 0.03% 427
2025
Q2 		$320K Buy
943
+182
+24% +$62.8K 0.03% 422
2025
Q1 		$276K Buy
761
+126
+20% +$44.5K 0.03% 404
2024
Q4 		$230K Buy
+635
New +$238K 0.03% 417

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

MUFG Securities Americas's EG Position: Q2 2026 in Review

MUFG Securities Americas increased its Everest Group (EG) stake by 5.9% in Q2 2026, buying an estimated $22.6K and bringing the position to 1,192 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #436.

MUFG Securities Americas first reported a position in EG in Q4 2024 and has held it in 7 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • MUFG Securities Americas held 1,192 shares of Everest Group worth $426K as of Q2 2026.
  • MUFG Securities Americas bought 66 Everest Group shares in Q2 2026, an estimated $22.6K.
  • Everest Group made up 0.02% of MUFG Securities Americas's portfolio in Q2 2026, its #436 holding.
  • MUFG Securities Americas first reported a position in Everest Group in Q4 2024 and has held it in 7 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.