Riversedge Advisors’s Everest Group EG Stock Holding History

Riversedge 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	-677	Closed	-$237K	–	219
2025 Q3	$237K	Buy	+677	New	+$229K	0.04%	163

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Riversedge Advisors's EG Position: Q4 2025 in Review

Riversedge Advisors sold out of Everest Group (EG) in Q4 2025, closing a stake of 677 shares — an estimated $237K sold.

Riversedge Advisors first reported a position in EG in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 684 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Riversedge Advisors reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Riversedge Advisors sold 677 Everest Group shares in Q4 2025, an estimated $237K.
Riversedge Advisors first reported a position in Everest Group in Q3 2025 and held it in 1 quarter.
Riversedge Advisors's Everest Group position peaked at $237K in Q3 2025.
684 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.