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TFB Advisors’s Everest Group EG Stock Holding History

TFB Advisors’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 		$494K Buy
1,383
+14
+1% +$4.79K 0.22% 118
2026
Q1 		$447K Sell
1,369
-186
-12% -$61.2K 0.23% 92
2025
Q4 		$528K Sell
1,555
-324
-17% -$107K 0.15% 152
2025
Q3 		$670K Sell
1,879
-414
-18% -$140K 0.2% 129
2025
Q2 		$779K Buy
2,293
+319
+16% +$110K 0.2% 116
2025
Q1 		$717K Sell
1,974
-16
-0.8% -$5.65K 0.21% 120
2024
Q4 		$721K Sell
1,990
-65
-3% -$24.3K 0.21% 106
2024
Q3 		$805K Buy
2,055
+265
+15% +$101K 0.24% 98
2024
Q2 		$682K Buy
1,790
+8
+0.4% +$3.02K 0.22% 100
2024
Q1 		$659K Buy
1,782
+909
+104% +$341K 0.24% 95
2023
Q4 		$309K Buy
+873
New +$338K 0.16% 122

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

TFB Advisors's EG Position: Q2 2026 in Review

TFB Advisors increased its Everest Group (EG) stake by 1% in Q2 2026, buying an estimated $4.79K and bringing the position to 1,383 shares worth $494K. The position accounts for 0.22% of the portfolio, ranked #118.

TFB Advisors first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $805K in Q3 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • TFB Advisors held 1,383 shares of Everest Group worth $494K as of Q2 2026.
  • TFB Advisors bought 14 Everest Group shares in Q2 2026, an estimated $4.79K.
  • Everest Group made up 0.22% of TFB Advisors's portfolio in Q2 2026, its #118 holding.
  • TFB Advisors first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • TFB Advisors's Everest Group position peaked at $805K in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.