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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
Q2 		$131K Sell
366
-2
-0.5% -$685 0.02% 484
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Rossby Financial's EG Position: Q2 2026 in Review

Rossby Financial reduced its Everest Group (EG) stake by 0.54% in Q2 2026, selling an estimated $685 and leaving 366 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #484.

Rossby Financial first reported a position in EG in Q1 2025 and has held it in 6 quarters since. The position peaked at $247K in Q3 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Rossby Financial held 366 shares of Everest Group worth $131K as of Q2 2026.
  • Rossby Financial sold 2 Everest Group shares in Q2 2026, an estimated $685.
  • Everest Group made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #484 holding.
  • Rossby Financial first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Everest Group position peaked at $247K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.