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Princeton Global Asset Management’s Everest Group EG Stock Holding History

Princeton Global Asset 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 		$8.22K Hold
23
– – ﹤0.01% 609
2026
Q1 		$7.52K Hold
23
– – ﹤0.01% 624
2025
Q4 		$7.8K Hold
23
– – ﹤0.01% 619
2025
Q3 		$8.05K Sell
23
-5
-18% -$1.69K ﹤0.01% 572
2025
Q2 		$9.52K Buy
+28
New +$9.66K ﹤0.01% 534

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 $3.38T AUM 44.17% 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

Princeton Global Asset Management's EG Position: Q2 2026 in Review

Princeton Global Asset Management held its Everest Group (EG) position steady in Q2 2026 at 23 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Princeton Global Asset Management first reported a position in EG in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.52K in Q2 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Princeton Global Asset Management held 23 shares of Everest Group worth $8.22K as of Q2 2026.
  • Princeton Global Asset Management left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #609 holding.
  • Princeton Global Asset Management first reported a position in Everest Group in Q2 2025 and has held it in 5 quarters since.
  • Princeton Global Asset Management's Everest Group position peaked at $9.52K in Q2 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.