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PAX Financial Group’s Everest Group EG Stock Holding History

PAX 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
Q1 		$384K Sell
1,175
-126
-10% -$41.5K 0.07% 140
2025
Q4 		$441K Sell
1,301
-181
-12% -$59.8K 0.08% 146
2025
Q3 		$519K Sell
1,482
-263
-15% -$88.8K 0.09% 136
2025
Q2 		$593K Sell
1,745
-749
-30% -$258K 0.11% 134
2025
Q1 		$906K Buy
2,494
+101
+4% +$35.7K 0.16% 109
2024
Q4 		$867K Buy
2,393
+55
+2% +$20.6K 0.16% 118
2024
Q3 		$916K Buy
2,338
+16
+0.7% +$6.09K 0.16% 109
2024
Q2 		$885K Sell
2,322
-131
-5% -$49.5K 0.17% 108
2024
Q1 		$975K Sell
2,453
-97
-4% -$36.4K 0.2% 97
2023
Q4 		$904K Sell
2,550
-202
-7% -$78.2K 0.19% 100
2023
Q3 		$1.02M Buy
2,752
+121
+5% +$43.9K 0.23% 72
2023
Q2 		$899K Buy
2,631
+112
+4% +$40.4K 0.2% 77
2023
Q1 		$902K Sell
2,519
-146
-5% -$52.5K 0.22% 75
2022
Q4 		$883K Sell
2,665
-472
-15% -$147K 0.22% 69
2022
Q3 		$823K Buy
3,137
+127
+4% +$34.4K 0.21% 73
2022
Q2 		$844K Sell
3,010
-308
-9% -$87.1K 0.21% 66
2022
Q1 		$1M Buy
3,318
+317
+11% +$91.1K 0.23% 64
2021
Q4 		$822K Buy
3,001
+301
+11% +$81.4K 0.18% 91
2021
Q3 		$677K Buy
2,700
+696
+35% +$179K 0.17% 111
2021
Q2 		$505K Buy
2,004
+779
+64% +$203K 0.13% 125
2021
Q1 		$304K Buy
+1,225
New +$292K 0.09% 139

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

PAX Financial Group's EG Position: Q1 2026 in Review

PAX Financial Group reduced its Everest Group (EG) stake by 9.7% in Q1 2026, selling an estimated $41.5K and leaving 1,175 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #140.

PAX Financial Group first reported a position in EG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.02M in Q3 2023. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • PAX Financial Group held 1,175 shares of Everest Group worth $384K as of Q1 2026.
  • PAX Financial Group sold 126 Everest Group shares in Q1 2026, an estimated $41.5K.
  • Everest Group made up 0.07% of PAX Financial Group's portfolio in Q1 2026, its #140 holding.
  • PAX Financial Group first reported a position in Everest Group in Q1 2021 and has held it in 21 quarters since.
  • PAX Financial Group's Everest Group position peaked at $1.02M in Q3 2023.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.