SC
EG icon

SummitTX Capital’s Everest Group EG Stock Holding History

SummitTX Capital’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 		– Sell
-2,271
Closed -$771K – 829
2025
Q4 		$771K Sell
2,271
-360
-14% -$119K 0.02% 459
2025
Q3 		$921K Buy
+2,631
New +$888K 0.04% 404
2025
Q2 		– Sell
-1,142
Closed -$415K – 816
2025
Q1 		$415K Buy
+1,142
New +$404K 0.02% 592

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SummitTX Capital's EG Position: Q1 2026 in Review

SummitTX Capital sold out of Everest Group (EG) in Q1 2026, closing a stake of 2,271 shares — an estimated $771K sold.

SummitTX Capital first reported a position in EG in Q1 2025 and held it in 3 quarters. The position peaked at $921K in Q3 2025. 669 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • SummitTX Capital reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 2,271 Everest Group shares in Q1 2026, an estimated $771K.
  • SummitTX Capital first reported a position in Everest Group in Q1 2025 and held it in 3 quarters.
  • SummitTX Capital's Everest Group position peaked at $921K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.