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Patton Fund Management’s Everest Group EG Stock Holding History

Patton Fund Management’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 		– Sell
-767
Closed -$251K – 212
2026
Q1 		$251K Buy
767
+62
+9% +$20.4K 0.04% 277
2025
Q4 		$239K Buy
705
+83
+13% +$27.4K 0.03% 145
2025
Q3 		$218K Hold
622
– – 0.04% 398
2025
Q2 		$211K Buy
+622
New +$215K 0.05% 441
2023
Q2 		– Sell
-5,695
Closed -$2.04M – 86
2023
Q1 		$2.04M Sell
5,695
-3,797
-40% -$1.36M 0.58% 39
2022
Q4 		$3.14M Buy
+9,492
New +$2.96M 0.92% 14

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Patton Fund Management's EG Position: Q2 2026 in Review

Patton Fund Management sold out of Everest Group (EG) in Q2 2026, closing a stake of 767 shares — an estimated $251K sold.

Patton Fund Management first reported a position in EG in Q4 2022 and held it in 6 quarters. The position peaked at $3.14M in Q4 2022. 102 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Patton Fund Management reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 767 Everest Group shares in Q2 2026, an estimated $251K.
  • Patton Fund Management first reported a position in Everest Group in Q4 2022 and held it in 6 quarters.
  • Patton Fund Management's Everest Group position peaked at $3.14M in Q4 2022.
  • 102 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.