OF
EG icon

Optimize Financial’s Everest Group EG Stock Holding History

Optimize Financial’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
Q1 		$466K Buy
+1,425
New +$469K 0.23% 122
2025
Q3 		– Sell
-1,034
Closed -$351K – 367
2025
Q2 		$351K Sell
1,034
-6
-0.6% -$2.07K 0.22% 146
2025
Q1 		$378K Buy
+1,040
New +$368K 0.27% 122

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimize Financial's EG Position: Q1 2026 in Review

Optimize Financial opened a new position in Everest Group (EG) in Q1 2026: 1,425 shares worth $466K. The stake represents 0.23% of the portfolio and ranks #122 among its holdings. This is a return to the name: Optimize Financial previously reported a position in EG as recently as Q2 2025.

Optimize Financial first reported a position in EG in Q1 2025 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Optimize Financial held 1,425 shares of Everest Group worth $466K as of Q1 2026.
  • Everest Group was a new Optimize Financial position in Q1 2026.
  • Everest Group made up 0.23% of Optimize Financial's portfolio in Q1 2026, its #122 holding.
  • Optimize Financial first reported a position in Everest Group in Q1 2025 and has held it in 3 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.