Scotia Capital’s Everest Group EG Stock Holding History

Scotia Capital’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	–	Sell	-618	Closed	-$216K	–	914
2025 Q3	$216K	Sell	618 -8	-1%	-$2.7K	﹤0.01%	830
2025 Q2	$213K	Buy	+626	New	+$216K	﹤0.01%	787
2023 Q4	–	Sell	-3,297	Closed	-$1.23M	–	803
2023 Q3	$1.23M	Buy	+3,297	New	+$1.2M	0.01%	422
2023 Q2	–	Sell	-4,197	Closed	-$1.5M	–	798
2023 Q1	$1.5M	Buy	4,197 +676	+19%	+$243K	0.01%	389
2022 Q4	$1.17M	Buy	+3,521	New	+$1.1M	0.01%	425
2018 Q3	–	Sell	-1,227	Closed	-$313K	–	728
2018 Q2	$313K	Hold	1,227	–	–	﹤0.01%	576
2018 Q1	$315K	Buy	+1,227	New	+$294K	﹤0.01%	596
2017 Q4	–	Sell	-1,504	Closed	-$343K	–	721
2017 Q3	$343K	Buy	1,504 +431	+40%	+$109K	﹤0.01%	578
2017 Q2	$273K	Buy	+1,073	New	+$265K	﹤0.01%	585

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Scotia Capital's EG Position: Q4 2025 in Review

Scotia Capital sold out of Everest Group (EG) in Q4 2025, closing a stake of 618 shares — an estimated $216K sold.

Scotia Capital first reported a position in EG in Q2 2017 and held it in 9 quarters. The position peaked at $1.5M in Q1 2023. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Scotia Capital reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Scotia Capital sold 618 Everest Group shares in Q4 2025, an estimated $216K.
Scotia Capital first reported a position in Everest Group in Q2 2017 and held it in 9 quarters.
Scotia Capital's Everest Group position peaked at $1.5M in Q1 2023.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Scotia Capital's 13F filing for Q4 2025, filed 12 Feb 2026.