SFI
EG icon

Siemens Fonds Invest’s Everest Group EG Stock Holding History

Siemens Fonds Invest’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 		$339K Hold
948
– – 0.02% 400
2026
Q1 		$310K Sell
948
-119
-11% -$39.2K 0.02% 395
2025
Q4 		$364K Buy
1,067
+34
+3% +$11.2K 0.02% 376
2025
Q3 		$362K Sell
1,033
-10
-1% -$3.38K 0.02% 365
2025
Q2 		$354K Buy
1,043
+137
+15% +$47.3K 0.02% 364
2025
Q1 		$329K Hold
906
– – 0.02% 342
2024
Q4 		$326K Buy
906
+308
+52% +$115K 0.02% 365
2024
Q3 		$234K Buy
+598
New +$228K 0.02% 397

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

Siemens Fonds Invest's EG Position: Q2 2026 in Review

Siemens Fonds Invest held its Everest Group (EG) position steady in Q2 2026 at 948 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #400.

Siemens Fonds Invest first reported a position in EG in Q3 2024 and has held it in 8 quarters since. The position peaked at $364K in Q4 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Siemens Fonds Invest held 948 shares of Everest Group worth $339K as of Q2 2026.
  • Siemens Fonds Invest left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up 0.02% of Siemens Fonds Invest's portfolio in Q2 2026, its #400 holding.
  • Siemens Fonds Invest first reported a position in Everest Group in Q3 2024 and has held it in 8 quarters since.
  • Siemens Fonds Invest's Everest Group position peaked at $364K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.