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Summit Securities Group’s Everest Group EG Stock Holding History

Summit Securities Group’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 		$3.21K Buy
9
+2
+29% +$685 ﹤0.01% 1045
2026
Q1 		$2.29K Sell
7
-54
-89% -$17.8K ﹤0.01% 931
2025
Q4 		$20.7K Sell
61
-10
-14% -$3.3K ﹤0.01% 797
2025
Q3 		$24.9K Buy
71
+42
+145% +$14.2K 0.01% 732
2025
Q2 		$9.86K Buy
+29
New +$10K ﹤0.01% 889
2023
Q3 		– Sell
-57
Closed -$19K – 689
2023
Q2 		$19K Sell
57
-19
-25% -$6.86K ﹤0.01% 643
2023
Q1 		$27K Buy
76
+37
+95% +$13.3K ﹤0.01% 566
2022
Q4 		$13K Buy
+39
New +$12.2K ﹤0.01% 988
2022
Q3 		– Sell
-80
Closed -$22K – 990
2022
Q2 		$22K Buy
80
+64
+400% +$18.1K ﹤0.01% 747
2022
Q1 		$5K Buy
+16
New +$4.6K ﹤0.01% 963
2016
Q1 		– Sell
-1,148
Closed -$210K – 202
2015
Q4 		$210K Buy
+1,148
New +$209K 0.07% 192
2015
Q3 		– Sell
-300
Closed -$55K – 399
2015
Q2 		$55K Buy
+300
New +$54.6K 0.03% 171
2014
Q1 		– Sell
-2,000
Closed -$312K – 451
2013
Q4 		$312K Buy
+2,000
New +$305K 0.05% 140

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 Securities Group's EG Position: Q2 2026 in Review

Summit Securities Group increased its Everest Group (EG) stake by 29% in Q2 2026, buying an estimated $685 and bringing the position to 9 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Summit Securities Group first reported a position in EG in Q4 2013 and has held it in 13 quarters since. The position peaked at $312K in Q4 2013. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Summit Securities Group held 9 shares of Everest Group worth $3.21K as of Q2 2026.
  • Summit Securities Group bought 2 Everest Group shares in Q2 2026, an estimated $685.
  • Everest Group made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1045 holding.
  • Summit Securities Group first reported a position in Everest Group in Q4 2013 and has held it in 13 quarters since.
  • Summit Securities Group's Everest Group position peaked at $312K in Q4 2013.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.