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TD Private Client Wealth’s Everest Group EG Stock Holding History

TD Private Client 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
2026
Q2 		$23.6K Buy
66
+14
+27% +$4.79K ﹤0.01% 1015
2026
Q1 		$17K Sell
52
-2
-4% -$658 ﹤0.01% 1029
2025
Q4 		$18.3K Buy
54
+24
+80% +$7.93K ﹤0.01% 1021
2025
Q3 		$10.5K Buy
30
+6
+25% +$2.03K ﹤0.01% 1068
2025
Q2 		$8.16K Sell
24
-17
-41% -$5.87K ﹤0.01% 1076
2025
Q1 		$14.9K Hold
41
– – ﹤0.01% 972
2024
Q4 		$14.9K Sell
41
-2
-5% -$749 ﹤0.01% 1014
2024
Q3 		$16.8K Sell
43
-7
-14% -$2.67K ﹤0.01% 990
2024
Q2 		$19.1K Sell
50
-35
-41% -$13.2K ﹤0.01% 959
2024
Q1 		$33.8K Buy
85
+31
+57% +$11.6K ﹤0.01% 880
2023
Q4 		$19.1K Buy
54
+6
+13% +$2.32K ﹤0.01% 957
2023
Q3 		$17.8K Sell
48
-1
-2% -$363 ﹤0.01% 955
2023
Q2 		$16.8K Sell
49
-495
-91% -$179K ﹤0.01% 973
2023
Q1 		$195K Sell
544
-395
-42% -$142K 0.01% 550
2022
Q4 		$311K Sell
939
-496
-35% -$155K 0.01% 486
2022
Q3 		$377K Buy
1,435
+20
+1% +$5.41K 0.02% 444
2022
Q2 		$397K Buy
1,415
+329
+30% +$93K 0.02% 435
2022
Q1 		$327K Sell
1,086
-322
-23% -$92.5K 0.01% 479
2021
Q4 		$386K Sell
1,408
-53
-4% -$14.3K 0.02% 455
2021
Q3 		$366K Sell
1,461
-1,198
-45% -$307K 0.02% 443
2021
Q2 		$670K Sell
2,659
-341
-11% -$88.8K 0.03% 375
2021
Q1 		$743K Sell
3,000
-80
-3% -$19.1K 0.03% 347
2020
Q4 		$721K Sell
3,080
-9
-0.3% -$1.99K 0.04% 335
2020
Q3 		$610K Sell
3,089
-176
-5% -$37.7K 0.03% 337
2020
Q2 		$673K Sell
3,265
-97
-3% -$18.9K 0.04% 330
2020
Q1 		$647K Buy
3,362
+733
+28% +$187K 0.05% 291
2019
Q4 		$728K Buy
+2,629
New +$694K 0.04% 303

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

TD Private Client Wealth's EG Position: Q2 2026 in Review

TD Private Client Wealth increased its Everest Group (EG) stake by 27% in Q2 2026, buying an estimated $4.79K and bringing the position to 66 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

TD Private Client Wealth first reported a position in EG in Q4 2019 and has held it in 27 quarters since. The position peaked at $743K in Q1 2021. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • TD Private Client Wealth held 66 shares of Everest Group worth $23.6K as of Q2 2026.
  • TD Private Client Wealth bought 14 Everest Group shares in Q2 2026, an estimated $4.79K.
  • Everest Group made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1015 holding.
  • TD Private Client Wealth first reported a position in Everest Group in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Everest Group position peaked at $743K in Q1 2021.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.