Parcion Private Wealth
EG icon

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
Q3 		$216K Buy
591
+31
+6% +$11.6K 0.01% 520
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Parcion Private Wealth's EG Position: Q3 2026 in Review

Parcion Private Wealth increased its Everest Group (EG) stake by 5.5% in Q3 2026, buying an estimated $11.6K and bringing the position to 591 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #520.

Parcion Private Wealth first reported a position in EG in Q3 2025 and has held it in 4 quarters since. The position peaked at $507K in Q3 2025. 351 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Parcion Private Wealth held 591 shares of Everest Group worth $216K as of Q3 2026.
  • Parcion Private Wealth bought 31 Everest Group shares in Q3 2026, an estimated $11.6K.
  • Everest Group made up 0.01% of Parcion Private Wealth's portfolio in Q3 2026, its #520 holding.
  • Parcion Private Wealth first reported a position in Everest Group in Q3 2025 and has held it in 4 quarters since.
  • Parcion Private Wealth's Everest Group position peaked at $507K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.