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Riverview Trust Company’s Everest Group EG Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-55
Closed -$20K – 319
2025
Q1 		$20K Hold
55
– – 0.02% 433
2024
Q4 		$19.9K Hold
55
– – 0.02% 467
2024
Q3 		$21.6K Hold
55
– – 0.02% 441
2024
Q2 		$21K Hold
55
– – 0.02% 414
2024
Q1 		$21.9K Buy
+55
New +$20.6K 0.02% 437
2023
Q4 		– Sell
-55
Closed -$20.4K – 251
2023
Q3 		$20.4K Hold
55
– – 0.02% 372
2023
Q2 		$18.8K Hold
55
– – 0.02% 385
2023
Q1 		$19.7K Hold
55
– – 0.02% 349
2022
Q4 		$18K Hold
55
– – 0.02% 353
2022
Q3 		$14K Buy
+55
New +$14.9K 0.01% 459

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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

Riverview Trust Company's EG Position: Q2 2025 in Review

Riverview Trust Company sold out of Everest Group (EG) in Q2 2025, closing a stake of 55 shares — an estimated $20K sold.

Riverview Trust Company first reported a position in EG in Q3 2022 and held it in 10 quarters. The position peaked at $21.9K in Q1 2024. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Riverview Trust Company reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 55 Everest Group shares in Q2 2025, an estimated $20K.
  • Riverview Trust Company first reported a position in Everest Group in Q3 2022 and held it in 10 quarters.
  • Riverview Trust Company's Everest Group position peaked at $21.9K in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.