Prestige Wealth Management Group’s Everest Group EG Stock Holding History

Prestige Wealth Management Group’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	$1.07K	Hold	3	–	–	﹤0.01%	888
2026 Q1	$981	Hold	3	–	–	﹤0.01%	862
2025 Q4	$1.02K	Hold	3	–	–	﹤0.01%	868
2025 Q3	$1.05K	Hold	3	–	–	﹤0.01%	841
2025 Q2	$1.02K	Hold	3	–	–	﹤0.01%	849
2025 Q1	$1.09K	Hold	3	–	–	﹤0.01%	839
2024 Q4	$1.09K	Sell	3 -9	-75%	-$3.37K	﹤0.01%	871
2024 Q3	$4.7K	Hold	12	–	–	﹤0.01%	615
2024 Q2	$4.57K	Sell	12 -1	-8%	-$378	﹤0.01%	572
2024 Q1	$5.17K	Sell	13 -18	-58%	-$6.75K	﹤0.01%	561
2023 Q4	$11K	Buy	31 +28	+933%	+$10.8K	﹤0.01%	432
2023 Q3	$1.12K	Hold	3	–	–	﹤0.01%	867
2023 Q2	$1.03K	Sell	3 -1	-25%	-$361	﹤0.01%	907
2023 Q1	$1.43K	Hold	4	–	–	﹤0.01%	819
2022 Q4	$1.32K	Hold	4	–	–	﹤0.01%	922
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	827
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	837
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	860
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	886
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	876
2021 Q2	$1K	Sell	4 -18	-82%	-$4.68K	﹤0.01%	867
2021 Q1	$5K	Hold	22	–	–	﹤0.01%	607
2020 Q4	$5K	Sell	22 -21	-49%	-$4.64K	﹤0.01%	576
2020 Q3	$8K	Hold	43	–	–	﹤0.01%	469
2020 Q2	$9K	Sell	43 -36	-46%	-$7.01K	﹤0.01%	435
2020 Q1	$15K	Buy	+79	New	+$20.2K	0.01%	320
2019 Q1	–	Sell	-4	Closed	-$1K	–	678
2018 Q4	$1K	Buy	+4	New	+$871	﹤0.01%	997

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Prestige Wealth Management Group's EG Position: Q2 2026 in Review

Prestige Wealth Management Group held its Everest Group (EG) position steady in Q2 2026 at 3 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Prestige Wealth Management Group first reported a position in EG in Q4 2018 and has held it in 27 quarters since. The position peaked at $15K in Q1 2020. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Prestige Wealth Management Group held 3 shares of Everest Group worth $1.07K as of Q2 2026.
Prestige Wealth Management Group left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #888 holding.
Prestige Wealth Management Group first reported a position in Everest Group in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Everest Group position peaked at $15K in Q1 2020.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.