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Parcion Private Wealth’s Everest Group EG Stock Holding History

Parcion Private Wealth’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 		$200K Buy
+560
New +$192K 0.01% 494
2026
Q1 		– Sell
-1,104
Closed -$375K – 450
2025
Q4 		$375K Sell
1,104
-344
-24% -$114K 0.02% 285
2025
Q3 		$507K Buy
+1,448
New +$489K 0.03% 193

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

Parcion Private Wealth's EG Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in Everest Group (EG) in Q2 2026: 560 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in EG as recently as Q4 2025.

Parcion Private Wealth first reported a position in EG in Q3 2025 and has held it in 3 quarters since. The position peaked at $507K in Q3 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Parcion Private Wealth held 560 shares of Everest Group worth $200K as of Q2 2026.
  • Everest Group was a new Parcion Private Wealth position in Q2 2026.
  • Everest Group made up 0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #494 holding.
  • Parcion Private Wealth first reported a position in Everest Group in Q3 2025 and has held it in 3 quarters since.
  • Parcion Private Wealth's Everest Group position peaked at $507K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.