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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
Q2 		$372K Buy
1,042
+122
+13% +$41.8K ﹤0.01% 2184
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 $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 $3.38T AUM 44.17% 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

Sanctuary Advisors's EG Position: Q2 2026 in Review

Sanctuary Advisors increased its Everest Group (EG) stake by 13% in Q2 2026, buying an estimated $41.8K and bringing the position to 1,042 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Sanctuary Advisors first reported a position in EG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Sanctuary Advisors held 1,042 shares of Everest Group worth $372K as of Q2 2026.
  • Sanctuary Advisors bought 122 Everest Group shares in Q2 2026, an estimated $41.8K.
  • Everest Group made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2184 holding.
  • Sanctuary Advisors first reported a position in Everest Group in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Everest Group position peaked at $1.03M in Q3 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.