Rise Advisors’s Everest Group EG Stock Holding History

Rise Advisors’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 Q4	–	Sell	-27	Closed	-$9.46K	–	506
2025 Q3	$9.46K	Sell	27 -1	-4%	-$338	﹤0.01%	1017
2025 Q2	$9.52K	Buy	28 +1	+4%	+$345	﹤0.01%	1022
2025 Q1	$9.81K	Buy	+27	New	+$9.54K	﹤0.01%	985

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Rise Advisors's EG Position: Q4 2025 in Review

Rise Advisors sold out of Everest Group (EG) in Q4 2025, closing a stake of 27 shares — an estimated $9.46K sold.

Rise Advisors first reported a position in EG in Q1 2025 and held it in 3 quarters. The position peaked at $9.81K in Q1 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Rise Advisors reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 27 Everest Group shares in Q4 2025, an estimated $9.46K.
Rise Advisors first reported a position in Everest Group in Q1 2025 and held it in 3 quarters.
Rise Advisors's Everest Group position peaked at $9.81K in Q1 2025.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.