SS
EG icon

Sunbelt Securities’s Everest Group EG Stock Holding History

Sunbelt Securities’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 		$30.1K Hold
92
– – ﹤0.01% 1170
2025
Q4 		$31.2K Hold
92
– – ﹤0.01% 1131
2025
Q3 		$32.2K Buy
92
+12
+15% +$4.05K ﹤0.01% 1123
2025
Q2 		$29K Hold
80
– – ﹤0.01% 1073
2025
Q1 		$29.1K Hold
80
– – ﹤0.01% 1030
2024
Q4 		$28.8K Buy
+80
New +$30K ﹤0.01% 1075

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

Sunbelt Securities's EG Position: Q1 2026 in Review

Sunbelt Securities held its Everest Group (EG) position steady in Q1 2026 at 92 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Sunbelt Securities first reported a position in EG in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.2K in Q3 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Sunbelt Securities held 92 shares of Everest Group worth $30.1K as of Q1 2026.
  • Sunbelt Securities left its Everest Group share count unchanged in Q1 2026.
  • Everest Group made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1170 holding.
  • Sunbelt Securities first reported a position in Everest Group in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's Everest Group position peaked at $32.2K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.