SAG
EG icon

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
2026
Q2 		$1.14M Sell
3,178
-550
-15% -$188K 0.04% 230
2026
Q1 		$1.22M Sell
3,728
-483
-11% -$159K 0.04% 208
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

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

SageView Advisory Group's EG Position: Q2 2026 in Review

SageView Advisory Group reduced its Everest Group (EG) stake by 15% in Q2 2026, selling an estimated $188K and leaving 3,178 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #230.

SageView Advisory Group first reported a position in EG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q2 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • SageView Advisory Group held 3,178 shares of Everest Group worth $1.14M as of Q2 2026.
  • SageView Advisory Group sold 550 Everest Group shares in Q2 2026, an estimated $188K.
  • Everest Group made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #230 holding.
  • SageView Advisory Group first reported a position in Everest Group in Q2 2025 and has held it in 5 quarters since.
  • SageView Advisory Group's Everest Group position peaked at $1.7M in Q2 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.