Root Financial Partners
EG icon

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
Q3 		$111K Buy
+305
New +$114K ﹤0.01% 687
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's EG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Everest Group (EG) in Q3 2026: 305 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EG as recently as Q1 2026.

Root Financial Partners first reported a position in EG in Q3 2025 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Root Financial Partners held 305 shares of Everest Group worth $111K as of Q3 2026.
  • Everest Group was a new Root Financial Partners position in Q3 2026.
  • Everest Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #687 holding.
  • Root Financial Partners first reported a position in Everest Group in Q3 2025 and has held it in 4 quarters since.
  • 580 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.