Seneschal Advisors’s Everest Group EG Stock Holding History

Seneschal 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	$358	Hold	1	–	–	﹤0.01%	464
2026 Q1	$327	Hold	1	–	–	﹤0.01%	463
2025 Q4	$340	Hold	1	–	–	﹤0.01%	454
2025 Q3	$351	Buy	+1	New	+$338	﹤0.01%	447

Other funds holding EG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Seneschal Advisors's EG Position: Q2 2026 in Review

Seneschal Advisors held its Everest Group (EG) position steady in Q2 2026 at 1 share worth $358. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Seneschal Advisors first reported a position in EG in Q3 2025 and has held it in 4 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Seneschal Advisors held 1 share of Everest Group worth $358 as of Q2 2026.
Seneschal Advisors left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #464 holding.
Seneschal Advisors first reported a position in Everest Group in Q3 2025 and has held it in 4 quarters since.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.