PS
EG icon

Principal Securities’s Everest Group EG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-85
Closed -$29.8K – 1945
2025
Q3 		$29.8K Sell
85
-90
-51% -$30.4K ﹤0.01% 2224
2025
Q2 		$59.5K Sell
175
-321
-65% -$111K ﹤0.01% 1787
2025
Q1 		$180K Hold
496
– – ﹤0.01% 1172
2024
Q4 		$180K Sell
496
-1,063
-68% -$398K ﹤0.01% 1171
2024
Q3 		$611K Buy
1,559
+340
+28% +$130K 0.01% 692
2024
Q2 		$464K Buy
1,219
+48
+4% +$18.1K 0.01% 726
2024
Q1 		$465K Sell
1,171
-210
-15% -$78.7K 0.01% 699
2023
Q4 		$488K Buy
+1,381
New +$535K 0.02% 610

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Principal Securities's EG Position: Q4 2025 in Review

Principal Securities sold out of Everest Group (EG) in Q4 2025, closing a stake of 85 shares — an estimated $29.8K sold.

Principal Securities first reported a position in EG in Q4 2023 and held it in 8 quarters. The position peaked at $611K in Q3 2024. 683 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Principal Securities reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 85 Everest Group shares in Q4 2025, an estimated $29.8K.
  • Principal Securities first reported a position in Everest Group in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Everest Group position peaked at $611K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.