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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's EG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Everest Group (EG) stake by 5.4% in Q1 2026, buying an estimated $7.24K and bringing the position to 432 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Steward Partners Investment Advisory first reported a position in EG in Q3 2018 and has held it in 25 quarters since. The position peaked at $159K in Q1 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Steward Partners Investment Advisory held 432 shares of Everest Group worth $141K as of Q1 2026.
  • Steward Partners Investment Advisory bought 22 Everest Group shares in Q1 2026, an estimated $7.24K.
  • Everest Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2188 holding.
  • Steward Partners Investment Advisory first reported a position in Everest Group in Q3 2018 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's Everest Group position peaked at $159K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.