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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
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 $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

Parcion Private Wealth's EG Position: Q1 2026 in Review

Parcion Private Wealth sold out of Everest Group (EG) in Q1 2026, closing a stake of 1,104 shares — an estimated $375K sold.

Parcion Private Wealth first reported a position in EG in Q3 2025 and held it in 2 quarters. The position peaked at $507K in Q3 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Parcion Private Wealth reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Parcion Private Wealth sold 1,104 Everest Group shares in Q1 2026, an estimated $375K.
  • Parcion Private Wealth first reported a position in Everest Group in Q3 2025 and held it in 2 quarters.
  • Parcion Private Wealth's Everest Group position peaked at $507K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.