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
Q2 		$508K Sell
1,421
-4
-0.3% -$1.37K 0.18% 138
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 0.14% 123

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

Optimize Financial's EG Position: Q2 2026 in Review

Optimize Financial reduced its Everest Group (EG) stake by 0.28% in Q2 2026, selling an estimated $1.37K and leaving 1,421 shares worth $508K. The position accounts for 0.18% of the portfolio, ranked #138.

Optimize Financial first reported a position in EG in Q1 2025 and has held it in 4 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Optimize Financial held 1,421 shares of Everest Group worth $508K as of Q2 2026.
  • Optimize Financial sold 4 Everest Group shares in Q2 2026, an estimated $1.37K.
  • Everest Group made up 0.18% of Optimize Financial's portfolio in Q2 2026, its #138 holding.
  • Optimize Financial first reported a position in Everest Group in Q1 2025 and has held it in 4 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.