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Sound Financial Strategies Group’s EastGroup Properties EGP Stock Holding History

Sound Financial Strategies Group’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.54M Hold
12,551
– – 1.61% 20
2026
Q1 		$2.32M Hold
12,551
– – 1.59% 19
2025
Q4 		$2.24M Buy
+12,551
New +$2.23M 1.58% 15

Other funds holding EGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sound Financial Strategies Group's EGP Position: Q2 2026 in Review

Sound Financial Strategies Group held its EastGroup Properties (EGP) position steady in Q2 2026 at 12,551 shares worth $2.54M. The position accounts for 1.61% of the portfolio, ranked #20.

Sound Financial Strategies Group first reported a position in EGP in Q4 2025 and has held it in 3 quarters since. 549 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • Sound Financial Strategies Group held 12,551 shares of EastGroup Properties worth $2.54M as of Q2 2026.
  • Sound Financial Strategies Group left its EastGroup Properties share count unchanged in Q2 2026.
  • EastGroup Properties made up 1.61% of Sound Financial Strategies Group's portfolio in Q2 2026, its #20 holding.
  • Sound Financial Strategies Group first reported a position in EastGroup Properties in Q4 2025 and has held it in 3 quarters since.
  • 549 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.