PWM
EG icon

Perigon Wealth Management’s Everest Group EG Stock Holding History

Perigon Wealth 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 		$253K Buy
709
+74
+12% +$25.3K ﹤0.01% 1221
2026
Q1 		$208K Sell
635
-404
-39% -$133K ﹤0.01% 1207
2025
Q4 		$353K Sell
1,039
-717
-41% -$237K 0.01% 954
2025
Q3 		$615K Buy
1,756
+521
+42% +$176K 0.01% 667
2025
Q2 		$420K Sell
1,235
-819
-40% -$283K 0.01% 731
2025
Q1 		$746K Buy
2,054
+165
+9% +$58.3K 0.02% 519
2024
Q4 		$681K Sell
1,889
-15
-0.8% -$5.62K 0.02% 551
2024
Q3 		$746K Buy
1,904
+129
+7% +$49.1K 0.02% 507
2024
Q2 		$676K Buy
1,775
+165
+10% +$62.4K 0.02% 460
2024
Q1 		$640K Buy
+1,610
New +$604K 0.02% 478
2023
Q4 		– Sell
-637
Closed -$237K – 847
2023
Q3 		$237K Buy
+637
New +$231K 0.01% 676
2021
Q1 		– Sell
-268
Closed -$63K – 643
2020
Q4 		$63K Buy
+268
New +$59.2K 0.01% 670
2018
Q2 		– Sell
-105
Closed -$27K – 342
2018
Q1 		$27K Hold
105
– – 0.01% 390
2017
Q4 		$23K Buy
105
+55
+110% +$12.4K 0.01% 391
2017
Q3 		$11K Hold
50
– – ﹤0.01% 500
2017
Q2 		$13K Hold
50
– – ﹤0.01% 478
2017
Q1 		$12K Hold
50
– – ﹤0.01% 511
2016
Q4 		$12K Hold
50
– – ﹤0.01% 534
2016
Q3 		$9K Buy
+50
New +$9.4K ﹤0.01% 490

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

Perigon Wealth Management's EG Position: Q2 2026 in Review

Perigon Wealth Management increased its Everest Group (EG) stake by 12% in Q2 2026, buying an estimated $25.3K and bringing the position to 709 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Perigon Wealth Management first reported a position in EG in Q3 2016 and has held it in 19 quarters since. The position peaked at $746K in Q1 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Perigon Wealth Management held 709 shares of Everest Group worth $253K as of Q2 2026.
  • Perigon Wealth Management bought 74 Everest Group shares in Q2 2026, an estimated $25.3K.
  • Everest Group made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1221 holding.
  • Perigon Wealth Management first reported a position in Everest Group in Q3 2016 and has held it in 19 quarters since.
  • Perigon Wealth Management's Everest Group position peaked at $746K in Q1 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.