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
Q2 		$251K Buy
703
+46
+7% +$15.8K 0.08% 245
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 $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

Tred Avon Family Wealth's EG Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Everest Group (EG) stake by 7% in Q2 2026, buying an estimated $15.8K and bringing the position to 703 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #245.

Tred Avon Family Wealth first reported a position in EG in Q3 2025 and has held it in 4 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Tred Avon Family Wealth held 703 shares of Everest Group worth $251K as of Q2 2026.
  • Tred Avon Family Wealth bought 46 Everest Group shares in Q2 2026, an estimated $15.8K.
  • Everest Group made up 0.08% of Tred Avon Family Wealth's portfolio in Q2 2026, its #245 holding.
  • Tred Avon Family Wealth first reported a position in Everest Group in Q3 2025 and has held it in 4 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.