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Pinnacle Wealth Planning Services’s Everest Group EG Stock Holding History

Pinnacle Wealth Planning Services’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 		$20.6K Sell
63
-2
-3% -$658 ﹤0.01% 1680
2025
Q4 		$22.1K Buy
+65
New +$21.5K ﹤0.01% 1669
2021
Q1 		– Sell
-57
Closed -$14K – 816
2020
Q4 		$14K Buy
+57
New +$12.6K ﹤0.01% 1282

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

Pinnacle Wealth Planning Services's EG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Everest Group (EG) stake by 3.1% in Q1 2026, selling an estimated $658 and leaving 63 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Pinnacle Wealth Planning Services first reported a position in EG in Q4 2020 and has held it in 3 quarters since. The position peaked at $22.1K in Q4 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 63 shares of Everest Group worth $20.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 2 Everest Group shares in Q1 2026, an estimated $658.
  • Everest Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1680 holding.
  • Pinnacle Wealth Planning Services first reported a position in Everest Group in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Everest Group position peaked at $22.1K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.