Texas Yale Capital Corp’s Everest Group EG Stock Holding History

Texas Yale Capital Corp’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	-643	Closed	-$218K	–	509
2025 Q4	$218K	Hold	643	–	–	0.01%	468
2025 Q3	$225K	Sell	643 -107	-14%	-$36.1K	0.01%	452
2025 Q2	$255K	Buy	750 +100	+15%	+$34.5K	0.01%	420
2025 Q1	$236K	Hold	650	–	–	0.01%	416
2024 Q4	$236K	Hold	650	–	–	0.01%	419
2024 Q3	$255K	Hold	650	–	–	0.01%	412
2024 Q2	$248K	Hold	650	–	–	0.01%	402
2024 Q1	$258K	Hold	650	–	–	0.01%	396
2023 Q4	$230K	Hold	650	–	–	0.01%	399
2023 Q3	$242K	Hold	650	–	–	0.01%	381
2023 Q2	$222K	Hold	650	–	–	0.01%	404
2023 Q1	$233K	Hold	650	–	–	0.01%	411
2022 Q4	$215K	Buy	+650	New	+$203K	0.01%	420
2020 Q1	–	Sell	-810	Closed	-$224K	–	416
2019 Q4	$224K	Hold	810	–	–	0.02%	427
2019 Q3	$216K	Hold	810	–	–	0.02%	426
2019 Q2	$200K	Buy	+810	New	+$194K	0.01%	440

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Texas Yale Capital Corp's EG Position: Q1 2026 in Review

Texas Yale Capital Corp sold out of Everest Group (EG) in Q1 2026, closing a stake of 643 shares — an estimated $218K sold.

Texas Yale Capital Corp first reported a position in EG in Q2 2019 and held it in 16 quarters. The position peaked at $258K in Q1 2024. 668 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Texas Yale Capital Corp reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
Texas Yale Capital Corp sold 643 Everest Group shares in Q1 2026, an estimated $218K.
Texas Yale Capital Corp first reported a position in Everest Group in Q2 2019 and held it in 16 quarters.
Texas Yale Capital Corp's Everest Group position peaked at $258K in Q1 2024.
668 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Texas Yale Capital Corp's 13F filing for Q1 2026, filed 4 May 2026.