PTC
EG icon

Private Trust Company’s Everest Group EG Stock Holding History

Private Trust Company’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 		$95.7K Buy
268
+22
+9% +$7.53K 0.01% 1084
2026
Q1 		$80.4K Sell
246
-9
-4% -$2.96K 0.01% 1103
2025
Q4 		$86.5K Sell
255
-6
-2% -$1.98K 0.01% 1068
2025
Q3 		$91.4K Sell
261
-32
-11% -$10.8K 0.01% 1046
2025
Q2 		$99.6K Buy
293
+86
+42% +$29.7K 0.01% 956
2025
Q1 		$75.2K Buy
207
+11
+6% +$3.89K 0.01% 1035
2024
Q4 		$71K Buy
196
+64
+48% +$24K 0.01% 1045
2024
Q3 		$51.7K Buy
132
+45
+52% +$17.1K 0.01% 1129
2024
Q2 		$33.1K Sell
87
-2
-2% -$756 ﹤0.01% 1265
2024
Q1 		$35.4K Buy
89
+23
+35% +$8.62K ﹤0.01% 1225
2023
Q4 		$23.3K Hold
66
– – ﹤0.01% 1343
2023
Q3 		$24.5K Buy
66
+36
+120% +$13.1K ﹤0.01% 1280
2023
Q2 		$10.3K Sell
30
-1
-3% -$361 ﹤0.01% 1615
2023
Q1 		$11.1K Hold
31
– – ﹤0.01% 1541
2022
Q4 		$10K Hold
31
– – ﹤0.01% 1539
2022
Q3 		$8K Hold
31
– – ﹤0.01% 1516
2022
Q2 		$9K Buy
+31
New +$8.76K ﹤0.01% 1531
2014
Q4 		– Sell
-265
Closed -$43K – 533
2014
Q3 		$43K Sell
265
-25
-9% -$4.05K 0.01% 596
2014
Q2 		$47K Buy
290
+12
+4% +$1.9K 0.02% 572
2014
Q1 		$43K Sell
278
-10
-3% -$1.48K 0.02% 525
2013
Q4 		$45K Buy
288
+172
+148% +$26.3K 0.02% 475
2013
Q3 		$17K Buy
116
+16
+16% +$2.17K 0.01% 713
2013
Q2 		$13K Buy
+100
New +$12.9K 0.01% 761

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

Private Trust Company's EG Position: Q2 2026 in Review

Private Trust Company increased its Everest Group (EG) stake by 8.9% in Q2 2026, buying an estimated $7.53K and bringing the position to 268 shares worth $95.7K. The position accounts for 0.01% of the portfolio, ranked #1084.

Private Trust Company first reported a position in EG in Q2 2013 and has held it in 23 quarters since. The position peaked at $99.6K in Q2 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Private Trust Company held 268 shares of Everest Group worth $95.7K as of Q2 2026.
  • Private Trust Company bought 22 Everest Group shares in Q2 2026, an estimated $7.53K.
  • Everest Group made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1084 holding.
  • Private Trust Company first reported a position in Everest Group in Q2 2013 and has held it in 23 quarters since.
  • Private Trust Company's Everest Group position peaked at $99.6K in Q2 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.