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Root Financial Partners’s Everest Group EG Stock Holding History

Root Financial Partners’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 		– Sell
-165
Closed -$53.9K – 1211
2026
Q1 		$53.9K Buy
165
+68
+70% +$22.4K ﹤0.01% 849
2025
Q4 		$32.9K Buy
97
+12
+14% +$3.96K ﹤0.01% 897
2025
Q3 		$29.8K Buy
+85
New +$28.7K ﹤0.01% 899

Other funds holding EG

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
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
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's EG Position: Q2 2026 in Review

Root Financial Partners sold out of Everest Group (EG) in Q2 2026, closing a stake of 165 shares — an estimated $53.9K sold.

Root Financial Partners first reported a position in EG in Q3 2025 and held it in 3 quarters. The position peaked at $53.9K in Q1 2026. 202 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Root Financial Partners reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 165 Everest Group shares in Q2 2026, an estimated $53.9K.
  • Root Financial Partners first reported a position in Everest Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Everest Group position peaked at $53.9K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.