TAFW
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Tred Avon Family Wealth’s Everest Group EG Stock Holding History

Tred Avon Family Wealth’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
Q1 		$215K Buy
657
+40
+6% +$13.2K 0.07% 256
2025
Q4 		$209K Sell
617
-11
-2% -$3.63K 0.07% 249
2025
Q3 		$220K Buy
+628
New +$212K 0.08% 231

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tred Avon Family Wealth's EG Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Everest Group (EG) stake by 6.5% in Q1 2026, buying an estimated $13.2K and bringing the position to 657 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #256.

Tred Avon Family Wealth first reported a position in EG in Q3 2025 and has held it in 3 quarters since. The position peaked at $220K in Q3 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Tred Avon Family Wealth held 657 shares of Everest Group worth $215K as of Q1 2026.
  • Tred Avon Family Wealth bought 40 Everest Group shares in Q1 2026, an estimated $13.2K.
  • Everest Group made up 0.07% of Tred Avon Family Wealth's portfolio in Q1 2026, its #256 holding.
  • Tred Avon Family Wealth first reported a position in Everest Group in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Everest Group position peaked at $220K in Q3 2025.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.