RBF Capital’s Everest Group EG Stock Holding History

RBF Capital’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	$1.63M	Hold	5,000	–	–	0.08%	213
2025 Q4	$1.7M	Hold	5,000	–	–	0.08%	214
2025 Q3	$1.75M	Hold	5,000	–	–	0.08%	222
2025 Q2	$1.7M	Hold	5,000	–	–	0.08%	227
2025 Q1	$1.82M	Hold	5,000	–	–	0.11%	204
2024 Q4	$1.81M	Hold	5,000	–	–	0.09%	202
2024 Q3	$1.96M	Hold	5,000	–	–	0.1%	193
2024 Q2	$1.91M	Hold	5,000	–	–	0.11%	182
2024 Q1	$1.99M	Hold	5,000	–	–	0.11%	187
2023 Q4	$1.77M	Hold	5,000	–	–	0.11%	202
2023 Q3	$1.86M	Hold	5,000	–	–	0.12%	166
2023 Q2	$1.71M	Hold	5,000	–	–	0.11%	188
2023 Q1	$1.79M	Hold	5,000	–	–	0.13%	167
2022 Q4	$1.66M	Hold	5,000	–	–	0.12%	169
2022 Q3	$1.31M	Hold	5,000	–	–	0.11%	194
2022 Q2	$1.4M	Hold	5,000	–	–	0.1%	205
2022 Q1	$1.52M	Hold	5,000	–	–	0.1%	219
2021 Q4	$1.37M	Hold	5,000	–	–	0.08%	225
2021 Q3	$1.25M	Hold	5,000	–	–	0.07%	234
2021 Q2	$1.26M	Hold	5,000	–	–	0.07%	245
2021 Q1	$1.24M	Hold	5,000	–	–	0.08%	220
2020 Q4	$1.17M	Hold	5,000	–	–	0.09%	185
2020 Q3	$988K	Hold	5,000	–	–	0.1%	173
2020 Q2	$1.03M	Hold	5,000	–	–	0.11%	160
2020 Q1	$962K	Hold	5,000	–	–	0.13%	145
2019 Q4	$1.38M	Hold	5,000	–	–	0.13%	153
2019 Q3	$1.33M	Hold	5,000	–	–	0.15%	135
2019 Q2	$1.24M	Hold	5,000	–	–	0.12%	147
2019 Q1	$1.08M	Hold	5,000	–	–	0.13%	161
2018 Q4	$1.09M	Hold	5,000	–	–	0.14%	136
2018 Q3	$1.14M	Hold	5,000	–	–	0.12%	156
2018 Q2	$1.15M	Hold	5,000	–	–	0.14%	149
2018 Q1	$1.28M	Hold	5,000	–	–	0.15%	130
2017 Q4	$1.11M	Hold	5,000	–	–	0.12%	143
2017 Q3	$1.14M	Hold	5,000	–	–	0.14%	124
2017 Q2	$1.27M	Hold	5,000	–	–	0.17%	114
2017 Q1	$1.17M	Hold	5,000	–	–	0.16%	121
2016 Q4	$1.08M	Hold	5,000	–	–	0.15%	124
2016 Q3	$950K	Hold	5,000	–	–	0.16%	126
2016 Q2	$913K	Hold	5,000	–	–	0.18%	127
2016 Q1	$987K	Hold	5,000	–	–	0.19%	127
2015 Q4	$915K	Hold	5,000	–	–	0.17%	136
2015 Q3	$867K	Hold	5,000	–	–	0.18%	121
2015 Q2	$910K	Hold	5,000	–	–	0.17%	127
2015 Q1	$870K	Hold	5,000	–	–	0.18%	120
2014 Q4	$852K	Hold	5,000	–	–	0.18%	108
2014 Q3	$810K	Hold	5,000	–	–	0.19%	117
2014 Q2	$802K	Hold	5,000	–	–	0.19%	114
2014 Q1	$765K	Hold	5,000	–	–	0.19%	125
2013 Q4	$779K	Hold	5,000	–	–	0.18%	123
2013 Q3	$727K	Hold	5,000	–	–	0.19%	122
2013 Q2	$641K	Buy	+5,000	New	+$647K	0.18%	120

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RBF Capital's EG Position: Q1 2026 in Review

RBF Capital held its Everest Group (EG) position steady in Q1 2026 at 5,000 shares worth $1.63M. The position accounts for 0.08% of the portfolio, ranked #213.

RBF Capital first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.99M in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

RBF Capital held 5,000 shares of Everest Group worth $1.63M as of Q1 2026.
RBF Capital left its Everest Group share count unchanged in Q1 2026.
Everest Group made up 0.08% of RBF Capital's portfolio in Q1 2026, its #213 holding.
RBF Capital first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
RBF Capital's Everest Group position peaked at $1.99M in Q1 2024.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on RBF Capital's 13F filing for Q1 2026, filed 15 May 2026.