Trifecta Capital Advisors’s Everest Group EG Stock Holding History

Trifecta 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 Q1	$26.1K	Hold	80	–	–	﹤0.01%	197
2025 Q4	$27.1K	Hold	80	–	–	﹤0.01%	187
2025 Q3	$28K	Hold	80	–	–	﹤0.01%	194
2025 Q2	$27.2K	Hold	80	–	–	﹤0.01%	199
2025 Q1	$29.1K	Hold	80	–	–	0.01%	169
2024 Q4	$29K	Hold	80	–	–	0.01%	166
2024 Q3	$31.3K	Hold	80	–	–	0.01%	168
2024 Q2	$30.5K	Hold	80	–	–	0.01%	165
2024 Q1	$31.8K	Hold	80	–	–	0.01%	155
2023 Q4	$28.3K	Hold	80	–	–	0.01%	161
2023 Q3	$29.7K	Hold	80	–	–	0.01%	163
2023 Q2	$27.3K	Hold	80	–	–	0.01%	174
2023 Q1	$28.6K	Hold	80	–	–	0.01%	171
2022 Q4	$26.5K	Buy	+80	New	+$24.9K	0.01%	158

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trifecta Capital Advisors's EG Position: Q1 2026 in Review

Trifecta Capital Advisors held its Everest Group (EG) position steady in Q1 2026 at 80 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Trifecta Capital Advisors first reported a position in EG in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.8K in Q1 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Trifecta Capital Advisors held 80 shares of Everest Group worth $26.1K as of Q1 2026.
Trifecta Capital Advisors left its Everest Group share count unchanged in Q1 2026.
Everest Group made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #197 holding.
Trifecta Capital Advisors first reported a position in Everest Group in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Everest Group position peaked at $31.8K in Q1 2024.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.