RWM
EG icon

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
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 $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
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
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

Rialto Wealth Management's EG Position: Q1 2026 in Review

Rialto Wealth Management increased its Everest Group (EG) stake by 200% in Q1 2026, buying an estimated $1.98K and bringing the position to 9 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Rialto Wealth Management first reported a position in EG in Q1 2025 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Rialto Wealth Management held 9 shares of Everest Group worth $2.94K as of Q1 2026.
  • Rialto Wealth Management bought 6 Everest Group shares in Q1 2026, an estimated $1.98K.
  • Everest Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #733 holding.
  • Rialto Wealth Management first reported a position in Everest Group in Q1 2025 and has held it in 5 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.