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Transamerica Financial Advisors’s Everest Group EG Stock Holding History

Transamerica Financial 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
Q2 		$80.5K Sell
225
-2
-0.9% -$685 0.01% 625
2026
Q1 		$74.4K Sell
227
-5
-2% -$1.65K 0.01% 588
2025
Q4 		$78.7K Sell
232
-5
-2% -$1.65K 0.01% 485
2025
Q3 		$82.9K Buy
237
+8
+3% +$2.7K 0.01% 423
2025
Q2 		$77.8K Sell
229
-11
-5% -$3.79K 0.01% 286
2025
Q1 		$87K Sell
240
-14
-6% -$4.95K 0.01% 272
2024
Q4 		$92K Sell
254
-277
-52% -$104K 0.01% 272
2024
Q3 		$208K Buy
531
+519
+4,325% +$198K 0.02% 223
2024
Q2 		$5K Hold
12
– – ﹤0.01% 342
2024
Q1 		$5K Buy
+12
New +$4.5K ﹤0.01% 372

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

Transamerica Financial Advisors's EG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Everest Group (EG) stake by 0.88% in Q2 2026, selling an estimated $685 and leaving 225 shares worth $80.5K. The position accounts for 0.01% of the portfolio, ranked #625.

Transamerica Financial Advisors first reported a position in EG in Q1 2024 and has held it in 10 quarters since. The position peaked at $208K in Q3 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Transamerica Financial Advisors held 225 shares of Everest Group worth $80.5K as of Q2 2026.
  • Transamerica Financial Advisors sold 2 Everest Group shares in Q2 2026, an estimated $685.
  • Everest Group made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #625 holding.
  • Transamerica Financial Advisors first reported a position in Everest Group in Q1 2024 and has held it in 10 quarters since.
  • Transamerica Financial Advisors's Everest Group position peaked at $208K in Q3 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.