Sowell Financial Services’s Everest Group EG Stock Holding History

Sowell Financial Services’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	-810	Closed	-$284K	–	1126
2025 Q3	$284K	Sell	810 -118	-13%	-$39.8K	0.01%	832
2025 Q2	$315K	Buy	928 +293	+46%	+$101K	0.01%	762
2025 Q1	$231K	Buy	+635	New	+$224K	0.01%	877
2021 Q2	–	Sell	-2	Closed	-$1K	–	1130
2021 Q1	$1K	Sell	2 -49	-96%	-$11.7K	﹤0.01%	2927
2020 Q4	$12K	Sell	51 -4	-7%	-$883	﹤0.01%	1938
2020 Q3	$11K	Sell	55 -5	-8%	-$1.07K	﹤0.01%	1774
2020 Q2	$12K	Sell	60 -64	-52%	-$12.5K	﹤0.01%	1621
2020 Q1	$24K	Buy	124 +19	+18%	+$4.85K	﹤0.01%	1320
2019 Q4	$29K	Sell	105 -48	-31%	-$12.7K	﹤0.01%	1310
2019 Q3	$41K	Buy	+153	New	+$38.6K	﹤0.01%	1056
2017 Q2	–	Sell	-2,882	Closed	-$714K	–	260
2017 Q1	$714K	Buy	+2,882	New	+$658K	0.21%	106

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 $3.37T AUM 44.26% 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

Sowell Financial Services's EG Position: Q4 2025 in Review

Sowell Financial Services sold out of Everest Group (EG) in Q4 2025, closing a stake of 810 shares — an estimated $284K sold.

Sowell Financial Services first reported a position in EG in Q1 2017 and held it in 11 quarters. The position peaked at $714K in Q1 2017. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Sowell Financial Services reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Sowell Financial Services sold 810 Everest Group shares in Q4 2025, an estimated $284K.
Sowell Financial Services first reported a position in Everest Group in Q1 2017 and held it in 11 quarters.
Sowell Financial Services's Everest Group position peaked at $714K in Q1 2017.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.