Tidemark’s Everest Group EG Stock Holding History

Tidemark’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 Q3	$365	Buy	+1	New	+$374	﹤0.01%	967

Other funds holding EG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Tidemark's EG Position: Q3 2026 in Review

Tidemark opened a new position in Everest Group (EG) in Q3 2026: 1 share worth $365. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings.

484 funds tracked by Wall St. Rank hold EG as of Q3 2026.

Tidemark held 1 share of Everest Group worth $365 as of Q3 2026.
Everest Group was a new Tidemark position in Q3 2026.
Everest Group made up ﹤0.01% of Tidemark's portfolio in Q3 2026, its #967 holding.
484 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.