Poehling Capital Management’s Everest Group EG Stock Holding History

Poehling Capital 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	$1.38M	Sell	3,872 -46	-1%	-$15.8K	0.3%	74
2026 Q1	$1.28M	Buy	3,918 +53	+1%	+$17.4K	0.27%	76
2025 Q4	$1.31M	Buy	3,865 +431	+13%	+$142K	0.27%	72
2025 Q3	$1.2M	Buy	3,434 +120	+4%	+$40.5K	0.25%	75
2025 Q2	$1.13M	Buy	3,314 +122	+4%	+$42.1K	0.26%	71
2025 Q1	$1.16M	Buy	+3,192	New	+$1.13M	0.29%	72

Other funds holding EG

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GAI

General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Poehling Capital Management's EG Position: Q2 2026 in Review

Poehling Capital Management reduced its Everest Group (EG) stake by 1.2% in Q2 2026, selling an estimated $15.8K and leaving 3,872 shares worth $1.38M. The position accounts for 0.3% of the portfolio, ranked #74.

Poehling Capital Management first reported a position in EG in Q1 2025 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Poehling Capital Management held 3,872 shares of Everest Group worth $1.38M as of Q2 2026.
Poehling Capital Management sold 46 Everest Group shares in Q2 2026, an estimated $15.8K.
Everest Group made up 0.3% of Poehling Capital Management's portfolio in Q2 2026, its #74 holding.
Poehling Capital Management first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
267 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.