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Rossby Financial’s Everest Group EG Stock Holding History

Rossby Financial’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
Q1 		$119K Buy
368
+66
+22% +$21.7K 0.02% 499
2025
Q4 		$102K Sell
302
-396
-57% -$131K 0.03% 408
2025
Q3 		$247K Sell
698
-24
-3% -$8.1K 0.08% 240
2025
Q2 		$245K Buy
722
+108
+18% +$37.3K 0.09% 224
2025
Q1 		$217K Buy
+614
New +$217K 0.09% 212

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rossby Financial's EG Position: Q1 2026 in Review

Rossby Financial increased its Everest Group (EG) stake by 22% in Q1 2026, buying an estimated $21.7K and bringing the position to 368 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #499.

Rossby Financial first reported a position in EG in Q1 2025 and has held it in 5 quarters since. The position peaked at $247K in Q3 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Rossby Financial held 368 shares of Everest Group worth $119K as of Q1 2026.
  • Rossby Financial bought 66 Everest Group shares in Q1 2026, an estimated $21.7K.
  • Everest Group made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #499 holding.
  • Rossby Financial first reported a position in Everest Group in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Everest Group position peaked at $247K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.