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Sanctuary Advisors’s Everest Group EG Stock Holding History

Sanctuary Advisors’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 		$301K Sell
920
-1,232
-57% -$405K ﹤0.01% 2093
2025
Q4 		$730K Sell
2,152
-782
-27% -$258K ﹤0.01% 1495
2025
Q3 		$1.03M Buy
2,934
+307
+12% +$104K 0.01% 1270
2025
Q2 		$893K Buy
2,627
+1,409
+116% +$486K 0.01% 1282
2025
Q1 		$443K Sell
1,218
-120
-9% -$42.4K ﹤0.01% 1588
2024
Q4 		$471K Sell
1,338
-28
-2% -$10.5K ﹤0.01% 1714
2024
Q3 		$531K Buy
1,366
+89
+7% +$33.9K ﹤0.01% 1660
2024
Q2 		$466K Buy
+1,277
New +$483K ﹤0.01% 1691

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

Sanctuary Advisors's EG Position: Q1 2026 in Review

Sanctuary Advisors reduced its Everest Group (EG) stake by 57% in Q1 2026, selling an estimated $405K and leaving 920 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Sanctuary Advisors first reported a position in EG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Sanctuary Advisors held 920 shares of Everest Group worth $301K as of Q1 2026.
  • Sanctuary Advisors sold 1,232 Everest Group shares in Q1 2026, an estimated $405K.
  • Everest Group made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #2093 holding.
  • Sanctuary Advisors first reported a position in Everest Group in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Everest Group position peaked at $1.03M in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.