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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
Q2 		$407K Sell
1,141
-34
-3% -$11.6K 0.06% 147
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 $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

PAX Financial Group's EG Position: Q2 2026 in Review

PAX Financial Group reduced its Everest Group (EG) stake by 2.9% in Q2 2026, selling an estimated $11.6K and leaving 1,141 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #147.

PAX Financial Group first reported a position in EG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.02M in Q3 2023. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • PAX Financial Group held 1,141 shares of Everest Group worth $407K as of Q2 2026.
  • PAX Financial Group sold 34 Everest Group shares in Q2 2026, an estimated $11.6K.
  • Everest Group made up 0.06% of PAX Financial Group's portfolio in Q2 2026, its #147 holding.
  • PAX Financial Group first reported a position in Everest Group in Q1 2021 and has held it in 22 quarters since.
  • PAX Financial Group's Everest Group position peaked at $1.02M in Q3 2023.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.