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Pallas Capital Advisors’s Everest Group EG Stock Holding History

Pallas Capital Advisors’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 		– Sell
-3,169
Closed -$1.08M – 892
2025
Q4 		$1.08M Sell
3,169
-2,708
-46% -$894K 0.04% 345
2025
Q3 		$2.06M Buy
5,877
+3,701
+170% +$1.25M 0.08% 206
2025
Q2 		$740K Buy
+2,176
New +$751K 0.03% 397
2024
Q2 		– Sell
-820
Closed -$326K – 514
2024
Q1 		$326K Buy
+820
New +$307K 0.01% 348

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

Pallas Capital Advisors's EG Position: Q1 2026 in Review

Pallas Capital Advisors sold out of Everest Group (EG) in Q1 2026, closing a stake of 3,169 shares — an estimated $1.08M sold.

Pallas Capital Advisors first reported a position in EG in Q1 2024 and held it in 4 quarters. The position peaked at $2.06M in Q3 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Pallas Capital Advisors reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Pallas Capital Advisors sold 3,169 Everest Group shares in Q1 2026, an estimated $1.08M.
  • Pallas Capital Advisors first reported a position in Everest Group in Q1 2024 and held it in 4 quarters.
  • Pallas Capital Advisors's Everest Group position peaked at $2.06M in Q3 2025.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.