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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
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 $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

TFB Advisors's EG Position: Q1 2026 in Review

TFB Advisors reduced its Everest Group (EG) stake by 12% in Q1 2026, selling an estimated $61.2K and leaving 1,369 shares worth $447K. The position accounts for 0.23% of the portfolio, ranked #92.

TFB Advisors first reported a position in EG in Q4 2023 and has held it in 10 quarters since. The position peaked at $805K in Q3 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • TFB Advisors held 1,369 shares of Everest Group worth $447K as of Q1 2026.
  • TFB Advisors sold 186 Everest Group shares in Q1 2026, an estimated $61.2K.
  • Everest Group made up 0.23% of TFB Advisors's portfolio in Q1 2026, its #92 holding.
  • TFB Advisors first reported a position in Everest Group in Q4 2023 and has held it in 10 quarters since.
  • TFB Advisors's Everest Group position peaked at $805K in Q3 2024.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.