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Palouse Capital Management’s Everest Group EG Stock Holding History

Palouse Capital Management’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 		$2.01M Buy
5,638
+298
+6% +$102K 1.26% 34
2026
Q1 		$1.75M Buy
5,340
+505
+10% +$166K 1.15% 43
2025
Q4 		$1.64M Sell
4,835
-790
-14% -$261K 1.05% 43
2025
Q3 		$1.97M Buy
+5,625
New +$1.9M 1.25% 36

Other funds holding EG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Palouse Capital Management's EG Position: Q2 2026 in Review

Palouse Capital Management increased its Everest Group (EG) stake by 5.6% in Q2 2026, buying an estimated $102K and bringing the position to 5,638 shares worth $2.01M. The position accounts for 1.26% of the portfolio, ranked #34.

Palouse Capital Management first reported a position in EG in Q3 2025 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Palouse Capital Management held 5,638 shares of Everest Group worth $2.01M as of Q2 2026.
  • Palouse Capital Management bought 298 Everest Group shares in Q2 2026, an estimated $102K.
  • Everest Group made up 1.26% of Palouse Capital Management's portfolio in Q2 2026, its #34 holding.
  • Palouse Capital Management first reported a position in Everest Group in Q3 2025 and has held it in 4 quarters since.
  • 249 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.