Raymond James Financial
EG icon

Raymond James Financial’s Everest Group EG Stock Holding History

Raymond James Financial’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 		$10.4M Sell
31,926
-12,289
-28% -$4.04M ﹤0.01% 1984
2025
Q4 		$15M Sell
44,215
-7,194
-14% -$2.38M ﹤0.01% 1651
2025
Q3 		$18M Sell
51,409
-53,155
-51% -$17.9M 0.01% 1488
2025
Q2 		$35.5M Sell
104,564
-45,249
-30% -$15.6M 0.01% 972
2025
Q1 		$54.4M Buy
149,813
+16,585
+12% +$5.86M 0.02% 681
2024
Q4 		$48.3M Buy
+133,228
New +$49.9M 0.02% 744

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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

Raymond James Financial's EG Position: Q1 2026 in Review

Raymond James Financial reduced its Everest Group (EG) stake by 28% in Q1 2026, selling an estimated $4.04M and leaving 31,926 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Raymond James Financial first reported a position in EG in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.4M in Q1 2025. 667 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Raymond James Financial held 31,926 shares of Everest Group worth $10.4M as of Q1 2026.
  • Raymond James Financial sold 12,289 Everest Group shares in Q1 2026, an estimated $4.04M.
  • Everest Group made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1984 holding.
  • Raymond James Financial first reported a position in Everest Group in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Everest Group position peaked at $54.4M in Q1 2025.
  • 667 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.