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Rakuten Securities’s Everest Group EG Stock Holding History

Rakuten 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
2026
Q1 		$13.1K Buy
40
+10
+33% +$3.29K 0.01% 385
2025
Q4 		$10.2K Hold
30
– – ﹤0.01% 431
2025
Q3 		$10.5K Hold
30
– – ﹤0.01% 401
2025
Q2 		$10.2K Hold
30
– – ﹤0.01% 413
2025
Q1 		$10.9K Hold
30
– – 0.01% 390
2024
Q4 		$10.9K Buy
+30
New +$11.2K ﹤0.01% 382
2024
Q2 		– Sell
-3
Closed -$1.19K – 732
2024
Q1 		$1.19K Buy
3
+2
+200% +$750 ﹤0.01% 551
2023
Q4 		$354 Buy
+1
New +$387 ﹤0.01% 533

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rakuten Securities's EG Position: Q1 2026 in Review

Rakuten Securities increased its Everest Group (EG) stake by 33% in Q1 2026, buying an estimated $3.29K and bringing the position to 40 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #385.

Rakuten Securities first reported a position in EG in Q4 2023 and has held it in 8 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Rakuten Securities held 40 shares of Everest Group worth $13.1K as of Q1 2026.
  • Rakuten Securities bought 10 Everest Group shares in Q1 2026, an estimated $3.29K.
  • Everest Group made up 0.01% of Rakuten Securities's portfolio in Q1 2026, its #385 holding.
  • Rakuten Securities first reported a position in Everest Group in Q4 2023 and has held it in 8 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.