NorthRock Partners’s Everest Group EG Stock Holding History

NorthRock Partners’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
2025 Q4	–	Sell	-1,427	Closed	-$500K	–	714
2025 Q3	$500K	Buy	1,427 +698	+96%	+$236K	0.01%	535
2025 Q2	$248K	Buy	+729	New	+$252K	0.01%	586

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

NorthRock Partners's EG Position: Q4 2025 in Review

NorthRock Partners sold out of Everest Group (EG) in Q4 2025, closing a stake of 1,427 shares — an estimated $500K sold.

NorthRock Partners first reported a position in EG in Q2 2025 and held it in 2 quarters. The position peaked at $500K in Q3 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

NorthRock Partners reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 1,427 Everest Group shares in Q4 2025, an estimated $500K.
NorthRock Partners first reported a position in Everest Group in Q2 2025 and held it in 2 quarters.
NorthRock Partners's Everest Group position peaked at $500K in Q3 2025.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.