Pathstone Holdings
EG icon

Pathstone Holdings’s Everest Group EG Stock Holding History

Pathstone Holdings’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 		$5.51M Buy
15,416
+2,946
+24% +$1.01M 0.02% 606
2026
Q1 		$4.08M Sell
12,470
-19,835
-61% -$6.53M 0.02% 663
2025
Q4 		$11M Sell
32,305
-12,799
-28% -$4.23M 0.04% 314
2025
Q3 		$15.8M Sell
45,104
-676
-1% -$228K 0.06% 219
2025
Q2 		$15.6M Buy
45,780
+1,969
+4% +$679K 0.06% 211
2025
Q1 		$15.9M Sell
43,811
-851
-2% -$301K 0.07% 216
2024
Q4 		$16.2M Sell
44,662
-216
-0.5% -$80.9K 0.07% 189
2024
Q3 		$17.6M Buy
44,878
+2,423
+6% +$923K 0.08% 191
2024
Q2 		$16.2M Sell
42,455
-744
-2% -$281K 0.07% 194
2024
Q1 		$17.2M Buy
43,199
+3,023
+8% +$1.13M 0.08% 176
2023
Q4 		$14.2M Buy
+40,176
New +$15.6M 0.08% 197

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

Pathstone Holdings's EG Position: Q2 2026 in Review

Pathstone Holdings increased its Everest Group (EG) stake by 24% in Q2 2026, buying an estimated $1.01M and bringing the position to 15,416 shares worth $5.51M. The position accounts for 0.02% of the portfolio, ranked #606.

Pathstone Holdings first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.6M in Q3 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Pathstone Holdings held 15,416 shares of Everest Group worth $5.51M as of Q2 2026.
  • Pathstone Holdings bought 2,946 Everest Group shares in Q2 2026, an estimated $1.01M.
  • Everest Group made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #606 holding.
  • Pathstone Holdings first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Everest Group position peaked at $17.6M in Q3 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.