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 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 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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Personal CFO Solutions's EG Position: Q1 2026 in Review

Personal CFO Solutions reduced its Everest Group (EG) stake by 0.81% in Q1 2026, selling an estimated $1.65K and leaving 615 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #513.

Personal CFO Solutions first reported a position in EG in Q4 2023 and has held it in 10 quarters since. The position peaked at $435K in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Personal CFO Solutions held 615 shares of Everest Group worth $201K as of Q1 2026.
Personal CFO Solutions sold 5 Everest Group shares in Q1 2026, an estimated $1.65K.
Everest Group made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #513 holding.
Personal CFO Solutions first reported a position in Everest Group in Q4 2023 and has held it in 10 quarters since.
Personal CFO Solutions's Everest Group position peaked at $435K in Q1 2024.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.