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Park Square Financial Group’s Everest Group EG Stock Holding History

Park Square Financial Group’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 		$2.5K Sell
7
-6
-46% -$2.05K 0.02% 155
2026
Q1 		$4.25K Buy
13
+2
+18% +$658 0.03% 157
2025
Q4 		$3.99K Buy
11
+1
+10% +$330 0.02% 198
2025
Q3 		$3.5K Sell
10
-141
-93% -$47.6K 0.02% 210
2025
Q2 		$51.3K Sell
151
-1
-0.7% -$345 0.04% 298
2025
Q1 		$55.2K Sell
152
-136
-47% -$48.1K 0.04% 251
2024
Q4 		$104K Buy
+288
New +$108K 0.07% 172

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

Park Square Financial Group's EG Position: Q2 2026 in Review

Park Square Financial Group reduced its Everest Group (EG) stake by 46% in Q2 2026, selling an estimated $2.05K and leaving 7 shares worth $2.5K. The position accounts for 0.02% of the portfolio, ranked #155.

Park Square Financial Group first reported a position in EG in Q4 2024 and has held it in 7 quarters since. The position peaked at $104K in Q4 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Park Square Financial Group held 7 shares of Everest Group worth $2.5K as of Q2 2026.
  • Park Square Financial Group sold 6 Everest Group shares in Q2 2026, an estimated $2.05K.
  • Everest Group made up 0.02% of Park Square Financial Group's portfolio in Q2 2026, its #155 holding.
  • Park Square Financial Group first reported a position in Everest Group in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Everest Group position peaked at $104K in Q4 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.