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Rialto Wealth Management’s Everest Group EG Stock Holding History

Rialto Wealth Management’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 		$5K Buy
14
+5
+56% +$1.71K ﹤0.01% 743
2026
Q1 		$2.94K Buy
9
+6
+200% +$1.98K ﹤0.01% 733
2025
Q4 		$1.02K Sell
3
-2
-40% -$660 ﹤0.01% 991
2025
Q3 		$1.75K Buy
5
+1
+25% +$338 ﹤0.01% 707
2025
Q2 		$1.36K Buy
4
+3
+300% +$1.03K ﹤0.01% 725
2025
Q1 		$364 Buy
+1
New +$353 ﹤0.01% 978

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Rialto Wealth Management's EG Position: Q2 2026 in Review

Rialto Wealth Management increased its Everest Group (EG) stake by 56% in Q2 2026, buying an estimated $1.71K and bringing the position to 14 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Rialto Wealth Management first reported a position in EG in Q1 2025 and has held it in 6 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Rialto Wealth Management held 14 shares of Everest Group worth $5K as of Q2 2026.
  • Rialto Wealth Management bought 5 Everest Group shares in Q2 2026, an estimated $1.71K.
  • Everest Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #743 holding.
  • Rialto Wealth Management first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.