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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
Q2 		$358 Hold
1
– – ﹤0.01% 791
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 $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

TFC Financial Management's EG Position: Q2 2026 in Review

TFC Financial Management held its Everest Group (EG) position steady in Q2 2026 at 1 share worth $358. The position accounts for ﹤0.01% of the portfolio, ranked #791.

TFC Financial Management first reported a position in EG in Q1 2024 and has held it in 10 quarters since. The position peaked at $398 in Q1 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • TFC Financial Management held 1 share of Everest Group worth $358 as of Q2 2026.
  • TFC Financial Management left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #791 holding.
  • TFC Financial Management first reported a position in Everest Group in Q1 2024 and has held it in 10 quarters since.
  • TFC Financial Management's Everest Group position peaked at $398 in Q1 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.