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Toth Financial Advisory’s Everest Group EG Stock Holding History

Toth Financial Advisory’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 		– Sell
-80
Closed -$26.1K – 908
2026
Q1 		$26.1K Sell
80
-78
-49% -$25.7K ﹤0.01% 450
2025
Q4 		$53.6K Buy
158
+78
+98% +$25.8K 0.01% 344
2025
Q3 		$28K Hold
80
– – ﹤0.01% 431
2025
Q2 		$27.2K Hold
80
– – ﹤0.01% 398
2025
Q1 		$29.1K Hold
80
– – ﹤0.01% 357
2024
Q4 		$29K Sell
80
-50
-38% -$18.7K ﹤0.01% 358
2024
Q3 		$50.9K Hold
130
– – 0.01% 293
2024
Q2 		$49.5K Hold
130
– – 0.01% 296
2024
Q1 		$51.7K Hold
130
– – 0.01% 292
2023
Q4 		$46K Buy
130
+90
+225% +$34.9K 0.01% 305
2023
Q3 		$14.9K Buy
+40
New +$14.5K ﹤0.01% 404

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

Toth Financial Advisory's EG Position: Q2 2026 in Review

Toth Financial Advisory sold out of Everest Group (EG) in Q2 2026, closing a stake of 80 shares — an estimated $26.1K sold.

Toth Financial Advisory first reported a position in EG in Q3 2023 and held it in 11 quarters. The position peaked at $53.6K in Q4 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Toth Financial Advisory reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 80 Everest Group shares in Q2 2026, an estimated $26.1K.
  • Toth Financial Advisory first reported a position in Everest Group in Q3 2023 and held it in 11 quarters.
  • Toth Financial Advisory's Everest Group position peaked at $53.6K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.