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Mutual of America Capital Management’s Everest Group EG Stock Holding History

Mutual of America Capital 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 		$1.46M Sell
4,077
-252
-6% -$86.3K 0.01% 903
2026
Q1 		$1.41M Sell
4,329
-178
-4% -$58.6K 0.02% 884
2025
Q4 		$1.53M Sell
4,507
-39
-0.9% -$12.9K 0.02% 888
2025
Q3 		$1.59M Sell
4,546
-332
-7% -$112K 0.02% 888
2025
Q2 		$1.66M Sell
4,878
-113
-2% -$39K 0.02% 870
2025
Q1 		$1.81M Sell
4,991
-150
-3% -$53K 0.02% 866
2024
Q4 		$1.86M Sell
5,141
-14,821
-74% -$5.55M 0.02% 876
2024
Q3 		$7.82M Buy
19,962
+2,900
+17% +$1.1M 0.08% 264
2024
Q2 		$6.5M Buy
17,062
+1,119
+7% +$423K 0.07% 317
2024
Q1 		$6.34M Buy
15,943
+989
+7% +$371K 0.07% 346
2023
Q4 		$5.29M Buy
14,954
+2,836
+23% +$1.1M 0.06% 407
2023
Q3 		$4.5M Sell
12,118
-64
-0.5% -$23.2K 0.06% 462
2023
Q2 		$4.16M Buy
12,182
+913
+8% +$330K 0.05% 565
2023
Q1 		$4.03M Sell
11,269
-57
-0.5% -$20.5K 0.05% 575
2022
Q4 		$3.75M Buy
11,326
+58
+0.5% +$18.1K 0.05% 607
2022
Q3 		$2.96M Buy
11,268
+67
+0.6% +$18.1K 0.04% 666
2022
Q2 		$3.14M Buy
11,201
+357
+3% +$101K 0.04% 668
2022
Q1 		$3.27M Buy
10,844
+235
+2% +$67.5K 0.03% 754
2021
Q4 		$2.91M Sell
10,609
-5
-0% -$1.35K 0.03% 841
2021
Q3 		$2.66M Sell
10,614
-18
-0.2% -$4.62K 0.03% 847
2021
Q2 		$2.68M Buy
10,632
+180
+2% +$46.9K 0.03% 856
2021
Q1 		$2.59M Buy
10,452
+115
+1% +$27.4K 0.03% 851
2020
Q4 		$2.42M Sell
10,337
-1,185
-10% -$262K 0.03% 826
2020
Q3 		$2.28M Sell
11,522
-207
-2% -$44.3K 0.03% 761
2020
Q2 		$2.42M Sell
11,729
-117
-1% -$22.8K 0.03% 736
2020
Q1 		$2.28M Buy
11,846
+76
+0.6% +$19.4K 0.04% 644
2019
Q4 		$3.26M Sell
11,770
-77
-0.6% -$20.3K 0.04% 675
2019
Q3 		$3.15M Buy
11,847
+21
+0.2% +$5.3K 0.04% 649
2019
Q2 		$2.92M Buy
11,826
+59
+0.5% +$14.2K 0.04% 699
2019
Q1 		$2.54M Sell
11,767
-48
-0.4% -$10.4K 0.04% 762
2018
Q4 		$2.57M Buy
11,815
+135
+1% +$29.4K 0.04% 675
2018
Q3 		$2.67M Sell
11,680
-8
-0.1% -$1.79K 0.04% 761
2018
Q2 		$2.69M Buy
11,688
+94
+0.8% +$22.1K 0.04% 742
2018
Q1 		$2.98M Buy
11,594
+94
+0.8% +$22.6K 0.05% 668
2017
Q4 		$2.54M Buy
11,500
+445
+4% +$100K 0.04% 757
2017
Q3 		$2.52M Sell
11,055
-2,925
-21% -$737K 0.04% 735
2017
Q2 		$3.56M Sell
13,980
-28,257
-67% -$6.97M 0.06% 524
2017
Q1 		$9.88M Buy
42,237
+1,396
+3% +$319K 0.18% 84
2016
Q4 		$8.84M Buy
40,841
+433
+1% +$89.2K 0.17% 100
2016
Q3 		$7.68M Buy
40,408
+288
+0.7% +$54.2K 0.15% 118
2016
Q2 		$7.33M Buy
40,120
+4,636
+13% +$852K 0.16% 117
2016
Q1 		$7.01M Buy
35,484
+1,080
+3% +$200K 0.16% 118
2015
Q4 		$6.3M Sell
34,404
-905
-3% -$164K 0.14% 145
2015
Q3 		$6.12M Buy
35,309
+787
+2% +$142K 0.15% 128
2015
Q2 		$6.28M Sell
34,522
-430
-1% -$78.2K 0.14% 144
2015
Q1 		$6.08M Buy
34,952
+938
+3% +$165K 0.13% 157
2014
Q4 		$5.79M Buy
34,014
+372
+1% +$62.8K 0.13% 169
2014
Q3 		$5.45M Buy
33,642
+821
+3% +$133K 0.13% 167
2014
Q2 		$5.27M Sell
32,821
-972
-3% -$154K 0.12% 174
2014
Q1 		$5.17M Sell
33,793
-1,425
-4% -$210K 0.13% 179
2013
Q4 		$5.49M Sell
35,218
-686
-2% -$105K 0.13% 162
2013
Q3 		$5.22M Sell
35,904
-388
-1% -$52.6K 0.14% 151
2013
Q2 		$4.66M Buy
+36,292
New +$4.69M 0.14% 159

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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

Mutual of America Capital Management's EG Position: Q2 2026 in Review

Mutual of America Capital Management reduced its Everest Group (EG) stake by 5.8% in Q2 2026, selling an estimated $86.3K and leaving 4,077 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #903.

Mutual of America Capital Management first reported a position in EG in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.88M in Q1 2017. 400 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Mutual of America Capital Management held 4,077 shares of Everest Group worth $1.46M as of Q2 2026.
  • Mutual of America Capital Management sold 252 Everest Group shares in Q2 2026, an estimated $86.3K.
  • Everest Group made up 0.01% of Mutual of America Capital Management's portfolio in Q2 2026, its #903 holding.
  • Mutual of America Capital Management first reported a position in Everest Group in Q2 2013 and has held it in 53 quarters since.
  • Mutual of America Capital Management's Everest Group position peaked at $9.88M in Q1 2017.
  • 400 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.