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SVB Wealth’s Everest Group EG Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-83
Closed -$30.2K – 840
2025
Q1 		$30.2K Buy
+83
New +$29.3K ﹤0.01% 660
2020
Q1 		– Sell
-1,682
Closed -$466K – 628
2019
Q4 		$466K Sell
1,682
-379
-18% -$100K 0.01% 426
2019
Q3 		$548K Sell
2,061
-222
-10% -$56.1K 0.01% 364
2019
Q2 		$564K Sell
2,283
-194
-8% -$46.5K 0.02% 366
2019
Q1 		$535K Buy
2,477
+4
+0.2% +$871 0.02% 295
2018
Q4 		$538K Sell
2,473
-381
-13% -$83K 0.02% 281
2018
Q3 		$652K Buy
2,854
+50
+2% +$11.2K 0.02% 305
2018
Q2 		$646K Sell
2,804
-172
-6% -$40.4K 0.02% 305
2018
Q1 		$764K Buy
2,976
+371
+14% +$89K 0.03% 294
2017
Q4 		$576K Buy
2,605
+4
+0.2% +$902 0.02% 332
2017
Q3 		$594K Buy
2,601
+152
+6% +$38.3K 0.02% 330
2017
Q2 		$623K Buy
+2,449
New +$604K 0.02% 326

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

SVB Wealth's EG Position: Q2 2025 in Review

SVB Wealth sold out of Everest Group (EG) in Q2 2025, closing a stake of 83 shares — an estimated $30.2K sold.

SVB Wealth first reported a position in EG in Q2 2017 and held it in 12 quarters. The position peaked at $764K in Q1 2018. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • SVB Wealth reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 83 Everest Group shares in Q2 2025, an estimated $30.2K.
  • SVB Wealth first reported a position in Everest Group in Q2 2017 and held it in 12 quarters.
  • SVB Wealth's Everest Group position peaked at $764K in Q1 2018.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.