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Traynor Capital Management’s Everest Group EG Stock Holding History

Traynor Capital 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 		$713K Sell
1,996
-19
-0.9% -$6.51K 0.03% 167
2026
Q1 		$651K Sell
2,015
-202
-9% -$66.5K 0.04% 154
2025
Q4 		$752K Sell
2,217
-67
-3% -$22.1K 0.04% 144
2025
Q3 		$800K Sell
2,284
-290
-11% -$97.9K 0.05% 135
2025
Q2 		$878K Sell
2,574
-100
-4% -$34.5K 0.06% 99
2025
Q1 		$972K Buy
2,674
+46
+2% +$16.3K 0.08% 91
2024
Q4 		$953K Buy
2,628
+631
+32% +$236K 0.06% 102
2024
Q3 		$782K Hold
1,997
– – 0.05% 115
2024
Q2 		$761K Buy
1,997
+180
+10% +$68K 0.06% 108
2024
Q1 		$722K Buy
1,817
+499
+38% +$187K 0.06% 116
2023
Q4 		$466K Buy
1,318
+100
+8% +$38.7K 0.05% 144
2023
Q3 		$453K Hold
1,218
– – 0.06% 133
2023
Q2 		$416K Hold
1,218
– – 0.05% 131
2023
Q1 		$436K Hold
1,218
– – 0.06% 131
2022
Q4 		$403K Sell
1,218
-60
-5% -$18.7K 0.06% 135
2022
Q3 		$335K Hold
1,278
– – 0.06% 118
2022
Q2 		$358K Sell
1,278
-70
-5% -$19.8K 0.06% 107
2022
Q1 		$406K Sell
1,348
-228
-14% -$65.5K 0.05% 121
2021
Q4 		$431K Hold
1,576
– – 0.05% 135
2021
Q3 		$395K Buy
1,576
+249
+19% +$63.9K 0.05% 131
2021
Q2 		$335K Sell
1,327
-49
-4% -$12.8K 0.05% 131
2021
Q1 		$341K Hold
1,376
– – 0.06% 123
2020
Q4 		$322K Sell
1,376
-1,014
-42% -$224K 0.06% 115
2020
Q3 		$511K Sell
2,390
-198
-8% -$42.4K 0.12% 92
2020
Q2 		$533K Buy
2,588
+53
+2% +$10.3K 0.13% 87
2020
Q1 		$487K Buy
+2,535
New +$647K 0.17% 70
2018
Q4 		– Sell
-944
Closed -$217K – 170
2018
Q3 		$217K Sell
944
-49
-5% -$11K 0.07% 166
2018
Q2 		$225K Buy
993
+2
+0.2% +$470 0.08% 158
2018
Q1 		$254K Sell
991
-181
-15% -$43.4K 0.1% 133
2017
Q4 		$259K Buy
1,172
+95
+9% +$21.4K 0.11% 133
2017
Q3 		$258K Sell
1,077
-169
-14% -$42.6K 0.12% 128
2017
Q2 		$323K Sell
1,246
-49
-4% -$12.1K 0.16% 117
2017
Q1 		$321K Buy
+1,295
New +$296K 0.18% 107

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Traynor Capital Management's EG Position: Q2 2026 in Review

Traynor Capital Management reduced its Everest Group (EG) stake by 0.94% in Q2 2026, selling an estimated $6.51K and leaving 1,996 shares worth $713K. The position accounts for 0.03% of the portfolio, ranked #167.

Traynor Capital Management first reported a position in EG in Q1 2017 and has held it in 33 quarters since. The position peaked at $972K in Q1 2025. 153 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Traynor Capital Management held 1,996 shares of Everest Group worth $713K as of Q2 2026.
  • Traynor Capital Management sold 19 Everest Group shares in Q2 2026, an estimated $6.51K.
  • Everest Group made up 0.03% of Traynor Capital Management's portfolio in Q2 2026, its #167 holding.
  • Traynor Capital Management first reported a position in Everest Group in Q1 2017 and has held it in 33 quarters since.
  • Traynor Capital Management's Everest Group position peaked at $972K in Q1 2025.
  • 153 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.