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SBI Securities’s Everest Group EG Stock Holding History

SBI Securities’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 		$2.86K Sell
8
-15
-65% -$5.14K ﹤0.01% 2421
2026
Q1 		$7.46K Buy
23
+14
+156% +$4.61K ﹤0.01% 1863
2025
Q4 		$3.05K Buy
9
+1
+13% +$330 ﹤0.01% 2231
2025
Q3 		$2.8K Sell
8
-3
-27% -$1.01K ﹤0.01% 2289
2025
Q2 		$3.74K Sell
11
-3
-21% -$1.03K ﹤0.01% 2127
2025
Q1 		$5.09K Sell
14
-72
-84% -$25.4K ﹤0.01% 1896
2024
Q4 		$31.2K Buy
+86
New +$32.2K ﹤0.01% 1151

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

SBI Securities's EG Position: Q2 2026 in Review

SBI Securities reduced its Everest Group (EG) stake by 65% in Q2 2026, selling an estimated $5.14K and leaving 8 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

SBI Securities first reported a position in EG in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.2K in Q4 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • SBI Securities held 8 shares of Everest Group worth $2.86K as of Q2 2026.
  • SBI Securities sold 15 Everest Group shares in Q2 2026, an estimated $5.14K.
  • Everest Group made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2421 holding.
  • SBI Securities first reported a position in Everest Group in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Everest Group position peaked at $31.2K in Q4 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.