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TFC Financial Management’s Everest Group EG Stock Holding History

TFC Financial Management’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 		$327 Hold
1
– – ﹤0.01% 750
2025
Q4 		$340 Hold
1
– – ﹤0.01% 731
2025
Q3 		$351 Hold
1
– – ﹤0.01% 750
2025
Q2 		$340 Hold
1
– – ﹤0.01% 730
2025
Q1 		$364 Hold
1
– – ﹤0.01% 686
2024
Q4 		$363 Hold
1
– – ﹤0.01% 702
2024
Q3 		$392 Hold
1
– – ﹤0.01% 698
2024
Q2 		$382 Hold
1
– – ﹤0.01% 677
2024
Q1 		$398 Buy
+1
New +$375 ﹤0.01% 661

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

TFC Financial Management's EG Position: Q1 2026 in Review

TFC Financial Management held its Everest Group (EG) position steady in Q1 2026 at 1 share worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #750.

TFC Financial Management first reported a position in EG in Q1 2024 and has held it in 9 quarters since. The position peaked at $398 in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • TFC Financial Management held 1 share of Everest Group worth $327 as of Q1 2026.
  • TFC Financial Management left its Everest Group share count unchanged in Q1 2026.
  • Everest Group made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #750 holding.
  • TFC Financial Management first reported a position in Everest Group in Q1 2024 and has held it in 9 quarters since.
  • TFC Financial Management's Everest Group position peaked at $398 in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.