Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Everest Group EG Stock Holding History

Steward Partners Investment Advisory’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 		$917K Buy
2,566
+2,134
+494% +$731K ﹤0.01% 1340
2026
Q1 		$141K Buy
432
+22
+5% +$7.24K ﹤0.01% 2188
2025
Q4 		$139K Buy
410
+11
+3% +$3.63K ﹤0.01% 2115
2025
Q3 		$140K Buy
399
+1
+0.3% +$338 ﹤0.01% 2049
2025
Q2 		$135K Sell
398
-39
-9% -$13.5K ﹤0.01% 1945
2025
Q1 		$159K Buy
437
+44
+11% +$15.5K ﹤0.01% 1760
2024
Q4 		$142K Buy
393
+25
+7% +$9.36K ﹤0.01% 1792
2024
Q3 		$144K Buy
368
+31
+9% +$11.8K ﹤0.01% 1689
2024
Q2 		$128K Buy
337
+126
+60% +$47.6K ﹤0.01% 1656
2024
Q1 		$83.9K Hold
211
– – ﹤0.01% 1852
2023
Q4 		$74.6K Buy
211
+45
+27% +$17.4K ﹤0.01% 1810
2023
Q3 		$61.7K Buy
166
+158
+1,975% +$57.3K ﹤0.01% 1808
2023
Q2 		$2.73K Hold
8
– – ﹤0.01% 2966
2023
Q1 		$2.86K Hold
8
– – ﹤0.01% 2948
2022
Q4 		$2.65K Hold
8
– – ﹤0.01% 2956
2022
Q3 		$2K Hold
8
– – ﹤0.01% 3011
2022
Q2 		$2K Hold
8
– – ﹤0.01% 2989
2022
Q1 		$2K Hold
8
– – ﹤0.01% 3073
2021
Q4 		$2K Hold
8
– – ﹤0.01% 3011
2021
Q3 		$2K Hold
8
– – ﹤0.01% 2975
2021
Q2 		$2K Buy
+8
New +$2.08K ﹤0.01% 6862
2021
Q1 		– Sell
-6
Closed -$1K – 3439
2020
Q4 		$1K Buy
+6
New +$1.32K ﹤0.01% 2776
2020
Q1 		– Sell
-15
Closed -$4K – 2540
2019
Q4 		$4K Sell
15
-27
-64% -$7.12K ﹤0.01% 2291
2019
Q3 		$11K Hold
42
– – ﹤0.01% 1940
2019
Q2 		$10K Buy
+42
New +$10.1K ﹤0.01% 1974
2018
Q4 		– Sell
-42
Closed -$10K – 1131
2018
Q3 		$10K Buy
+42
New +$9.4K ﹤0.01% 1868

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's EG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Everest Group (EG) stake by 494% in Q2 2026, buying an estimated $731K and bringing the position to 2,566 shares worth $917K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Steward Partners Investment Advisory first reported a position in EG in Q3 2018 and has held it in 26 quarters since. 691 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Steward Partners Investment Advisory held 2,566 shares of Everest Group worth $917K as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,134 Everest Group shares in Q2 2026, an estimated $731K.
  • Everest Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1340 holding.
  • Steward Partners Investment Advisory first reported a position in Everest Group in Q3 2018 and has held it in 26 quarters since.
  • 691 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.