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Robertson Stephens Wealth Management’s Everest Group EG Stock Holding History

Robertson Stephens 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 		$1.48M Sell
4,132
-38
-0.9% -$13K 0.04% 254
2026
Q1 		$1.36M Buy
4,170
+6
+0.1% +$1.98K 0.04% 254
2025
Q4 		$1.41M Sell
4,164
-125
-3% -$41.3K 0.04% 251
2025
Q3 		$1.5M Sell
4,289
-50
-1% -$16.9K 0.05% 210
2025
Q2 		$1.47M Sell
4,339
-23
-0.5% -$7.93K 0.05% 224
2025
Q1 		$1.58M Sell
4,362
-55
-1% -$19.4K 0.05% 215
2024
Q4 		$1.6M Buy
4,417
+4
+0.1% +$1.5K 0.06% 215
2024
Q3 		$1.73M Sell
4,413
-1,671
-27% -$637K 0.06% 211
2024
Q2 		$2.32M Sell
6,084
-31
-0.5% -$11.7K 0.12% 138
2024
Q1 		$2.43M Sell
6,115
-199
-3% -$74.6K 0.13% 135
2023
Q4 		$2.23M Sell
6,314
-291
-4% -$113K 0.14% 130
2023
Q3 		$2.45M Sell
6,605
-81
-1% -$29.4K 0.17% 125
2023
Q2 		$2.29M Sell
6,686
-505
-7% -$182K 0.16% 118
2023
Q1 		$2.57M Sell
7,191
-68
-0.9% -$24.4K 0.2% 108
2022
Q4 		$2.4M Sell
7,259
-3
-0% -$935 0.23% 93
2022
Q3 		$1.91M Sell
7,262
-247
-3% -$66.8K 0.2% 96
2022
Q2 		$2.1M Sell
7,509
-100
-1% -$28.3K 0.2% 99
2022
Q1 		$2.29M Buy
7,609
+56
+0.7% +$16.1K 0.19% 101
2021
Q4 		$2.07M Buy
+7,553
New +$2.04M 0.17% 110

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Robertson Stephens Wealth Management's EG Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Everest Group (EG) stake by 0.91% in Q2 2026, selling an estimated $13K and leaving 4,132 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #254.

Robertson Stephens Wealth Management first reported a position in EG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.57M in Q1 2023. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,132 shares of Everest Group worth $1.48M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 38 Everest Group shares in Q2 2026, an estimated $13K.
  • Everest Group made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Robertson Stephens Wealth Management first reported a position in Everest Group in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Everest Group position peaked at $2.57M in Q1 2023.
  • 233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.