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Paragon Capital Management (Colorado)’s Everest Group EG Stock Holding History

Paragon Capital Management (Colorado)’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
Q3 		$203K Buy
+556
New +$208K 0.04% 193
2025
Q2 		– Sell
-589
Closed -$214K – 225
2025
Q1 		$214K Sell
589
-111
-16% -$39.2K 0.04% 177
2024
Q4 		$254K Sell
700
-12
-2% -$4.49K 0.05% 151
2024
Q3 		$279K Buy
712
+4
+0.6% +$1.52K 0.05% 156
2024
Q2 		$270K Buy
+708
New +$268K 0.05% 133
2023
Q2 		– Sell
-737
Closed -$264K – 213
2023
Q1 		$264K Sell
737
-3
-0.4% -$1.08K 0.06% 110
2022
Q4 		$245K Buy
+740
New +$231K 0.07% 115
2022
Q3 		– Sell
-760
Closed -$213K – 144
2022
Q2 		$213K Buy
+760
New +$215K 0.06% 116
2020
Q1 		– Sell
-1,008
Closed -$279K – 107
2019
Q4 		$279K Sell
1,008
-147
-13% -$38.8K 0.15% 136
2019
Q3 		$307K Sell
1,155
-31
-3% -$7.83K 0.17% 105
2019
Q2 		$293K Sell
1,186
-23
-2% -$5.52K 0.17% 125
2019
Q1 		$261K Sell
1,209
-18
-1% -$3.92K 0.16% 153
2018
Q4 		$267K Buy
+1,227
New +$267K 0.13% 139
2018
Q1 		– Sell
-1,097
Closed -$243K – 223
2017
Q4 		$243K Buy
+1,097
New +$247K 0.1% 140

Other funds holding EG

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Paragon Capital Management (Colorado)'s EG Position: Q3 2026 in Review

Paragon Capital Management (Colorado) opened a new position in Everest Group (EG) in Q3 2026: 556 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #193 among its holdings. This is a return to the name: Paragon Capital Management (Colorado) previously reported a position in EG as recently as Q1 2025.

Paragon Capital Management (Colorado) first reported a position in EG in Q4 2017 and has held it in 14 quarters since. The position peaked at $307K in Q3 2019. 63 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Paragon Capital Management (Colorado) held 556 shares of Everest Group worth $203K as of Q3 2026.
  • Everest Group was a new Paragon Capital Management (Colorado) position in Q3 2026.
  • Everest Group made up 0.04% of Paragon Capital Management (Colorado)'s portfolio in Q3 2026, its #193 holding.
  • Paragon Capital Management (Colorado) first reported a position in Everest Group in Q4 2017 and has held it in 14 quarters since.
  • Paragon Capital Management (Colorado)'s Everest Group position peaked at $307K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q3 2026, filed 9 Oct 2026.