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Retirement Planning Company of New England’s Everest Group EG Stock Holding History

Retirement Planning Company of New England’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 		$340K Sell
951
-13
-1% -$4.45K 0.12% 183
2026
Q1 		$315K Buy
964
+17
+2% +$5.59K 0.13% 189
2025
Q4 		$321K Buy
+947
New +$313K 0.13% 177

Other funds holding EG

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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

Retirement Planning Company of New England's EG Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Everest Group (EG) stake by 1.3% in Q2 2026, selling an estimated $4.45K and leaving 951 shares worth $340K. The position accounts for 0.12% of the portfolio, ranked #183.

Retirement Planning Company of New England first reported a position in EG in Q4 2025 and has held it in 3 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Retirement Planning Company of New England held 951 shares of Everest Group worth $340K as of Q2 2026.
  • Retirement Planning Company of New England sold 13 Everest Group shares in Q2 2026, an estimated $4.45K.
  • Everest Group made up 0.12% of Retirement Planning Company of New England's portfolio in Q2 2026, its #183 holding.
  • Retirement Planning Company of New England first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.