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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
Q2 		$23.2K Buy
65
+2
+3% +$685 ﹤0.01% 1713
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 $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

Pinnacle Wealth Planning Services's EG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Everest Group (EG) stake by 3.2% in Q2 2026, buying an estimated $685 and bringing the position to 65 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Pinnacle Wealth Planning Services first reported a position in EG in Q4 2020 and has held it in 4 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 65 shares of Everest Group worth $23.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 Everest Group shares in Q2 2026, an estimated $685.
  • Everest Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1713 holding.
  • Pinnacle Wealth Planning Services first reported a position in Everest Group in Q4 2020 and has held it in 4 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.