NBC Securities’s Everest Group EG Stock Holding History

NBC Securities’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 Q3	$1.46K	Hold	4	–	–	﹤0.01%	2315
2026 Q2	$1.43K	Buy	+4	New	+$1.37K	﹤0.01%	2283

Other funds holding EG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

NBC Securities's EG Position: Q3 2026 in Review

NBC Securities held its Everest Group (EG) position steady in Q3 2026 at 4 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

NBC Securities first reported a position in EG in Q2 2026 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold EG as of Q3 2026.

NBC Securities held 4 shares of Everest Group worth $1.46K as of Q3 2026.
NBC Securities left its Everest Group share count unchanged in Q3 2026.
Everest Group made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #2315 holding.
NBC Securities first reported a position in Everest Group in Q2 2026 and has held it in 2 quarters since.
160 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.