SFA
EG icon

Sequoia Financial Advisors’s Everest Group EG Stock Holding History

Sequoia Financial 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 		$1.56M Buy
4,380
+1,709
+64% +$585K 0.01% 739
2026
Q1 		$873K Buy
2,671
+565
+27% +$186K ﹤0.01% 955
2025
Q4 		$715K Sell
2,106
-271
-11% -$89.5K ﹤0.01% 1073
2025
Q3 		$832K Buy
2,377
+388
+20% +$131K 0.01% 880
2025
Q2 		$676K Buy
+1,989
New +$686K ﹤0.01% 866
2024
Q1 		– Sell
-713
Closed -$252K – 1203
2023
Q4 		$252K Buy
+713
New +$276K ﹤0.01% 1004

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's EG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Everest Group (EG) stake by 64% in Q2 2026, buying an estimated $585K and bringing the position to 4,380 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #739.

Sequoia Financial Advisors first reported a position in EG in Q4 2023 and has held it in 6 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Sequoia Financial Advisors held 4,380 shares of Everest Group worth $1.56M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,709 Everest Group shares in Q2 2026, an estimated $585K.
  • Everest Group made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #739 holding.
  • Sequoia Financial Advisors first reported a position in Everest Group in Q4 2023 and has held it in 6 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.