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Personal CFO Solutions’s Everest Group EG Stock Holding History

Personal CFO Solutions’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 		$219K Sell
613
-2
-0.3% -$685 0.03% 497
2026
Q1 		$201K Sell
615
-5
-0.8% -$1.65K 0.03% 513
2025
Q4 		$210K Sell
620
-13
-2% -$4.29K 0.03% 492
2025
Q3 		$222K Sell
633
-57
-8% -$19.2K 0.04% 458
2025
Q2 		$234K Buy
690
+20
+3% +$6.9K 0.04% 414
2025
Q1 		$243K Sell
670
-202
-23% -$71.4K 0.05% 378
2024
Q4 		$316K Sell
872
-105
-11% -$39.3K 0.06% 303
2024
Q3 		$383K Sell
977
-40
-4% -$15.2K 0.05% 331
2024
Q2 		$387K Sell
1,017
-76
-7% -$28.7K 0.06% 311
2024
Q1 		$435K Buy
1,093
+1
+0.1% +$375 0.07% 292
2023
Q4 		$386K Buy
+1,092
New +$423K 0.07% 302

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

Personal CFO Solutions's EG Position: Q2 2026 in Review

Personal CFO Solutions reduced its Everest Group (EG) stake by 0.33% in Q2 2026, selling an estimated $685 and leaving 613 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #497.

Personal CFO Solutions first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $435K in Q1 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Personal CFO Solutions held 613 shares of Everest Group worth $219K as of Q2 2026.
  • Personal CFO Solutions sold 2 Everest Group shares in Q2 2026, an estimated $685.
  • Everest Group made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #497 holding.
  • Personal CFO Solutions first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • Personal CFO Solutions's Everest Group position peaked at $435K in Q1 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.