SAG
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SageView Advisory Group’s Everest Group EG Stock Holding History

SageView Advisory Group’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
2025
Q4 		$1.43M Buy
4,211
+3,087
+275% +$1.02M 0.05% 205
2025
Q3 		$394K Sell
1,124
-4,002
-78% -$1.35M 0.01% 431
2025
Q2 		$1.7M Buy
+5,126
New +$1.77M 0.06% 159

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

SageView Advisory Group's EG Position: Q4 2025 in Review

SageView Advisory Group increased its Everest Group (EG) stake by 275% in Q4 2025, buying an estimated $1.02M and bringing the position to 4,211 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #205.

SageView Advisory Group first reported a position in EG in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q2 2025. 684 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • SageView Advisory Group held 4,211 shares of Everest Group worth $1.43M as of Q4 2025.
  • SageView Advisory Group bought 3,087 Everest Group shares in Q4 2025, an estimated $1.02M.
  • Everest Group made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #205 holding.
  • SageView Advisory Group first reported a position in Everest Group in Q2 2025 and has held it in 3 quarters since.
  • SageView Advisory Group's Everest Group position peaked at $1.7M in Q2 2025.
  • 684 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.