TCA
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Transcend Capital Advisors’s Everest Group EG Stock Holding History

Transcend Capital 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 		$246K Buy
+688
New +$236K 0.02% 702
2026
Q1 		– Sell
-1,079
Closed -$366K – 734
2025
Q4 		$366K Sell
1,079
-798
-43% -$264K 0.03% 458
2025
Q3 		$657K Buy
1,877
+974
+108% +$329K 0.05% 325
2025
Q2 		$307K Buy
+903
New +$312K 0.02% 455

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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's EG Position: Q2 2026 in Review

Transcend Capital Advisors opened a new position in Everest Group (EG) in Q2 2026: 688 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #702 among its holdings. This is a return to the name: Transcend Capital Advisors previously reported a position in EG as recently as Q4 2025.

Transcend Capital Advisors first reported a position in EG in Q2 2025 and has held it in 4 quarters since. The position peaked at $657K in Q3 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Transcend Capital Advisors held 688 shares of Everest Group worth $246K as of Q2 2026.
  • Everest Group was a new Transcend Capital Advisors position in Q2 2026.
  • Everest Group made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #702 holding.
  • Transcend Capital Advisors first reported a position in Everest Group in Q2 2025 and has held it in 4 quarters since.
  • Transcend Capital Advisors's Everest Group position peaked at $657K in Q3 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.