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Summit Financial’s Everest Group EG Stock Holding History

Summit Financial’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 		$342K Buy
+956
New +$327K ﹤0.01% 1258

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

Summit Financial's EG Position: Q2 2026 in Review

Summit Financial opened a new position in Everest Group (EG) in Q2 2026: 956 shares worth $342K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings.

686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Summit Financial held 956 shares of Everest Group worth $342K as of Q2 2026.
  • Everest Group was a new Summit Financial position in Q2 2026.
  • Everest Group made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1258 holding.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.