RFG Advisory’s Everest Group EG Stock Holding History

RFG Advisory’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
2025 Q3	–	Sell	-727	Closed	-$247K	–	969
2025 Q2	$247K	Sell	727 -31	-4%	-$10.7K	0.01%	840
2025 Q1	$275K	Buy	+758	New	+$268K	0.01%	738

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

RFG Advisory's EG Position: Q3 2025 in Review

RFG Advisory sold out of Everest Group (EG) in Q3 2025, closing a stake of 727 shares — an estimated $247K sold.

RFG Advisory first reported a position in EG in Q1 2025 and held it in 2 quarters. The position peaked at $275K in Q1 2025. 676 funds tracked by Wall St. Rank hold EG as of Q3 2025.

RFG Advisory reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
RFG Advisory sold 727 Everest Group shares in Q3 2025, an estimated $247K.
RFG Advisory first reported a position in Everest Group in Q1 2025 and held it in 2 quarters.
RFG Advisory's Everest Group position peaked at $275K in Q1 2025.
676 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on RFG Advisory's 13F filing for Q3 2025, filed 6 Nov 2025.