USA FINANCIAL FORMULAS’s Everest Group EG Stock Holding History

USA FINANCIAL FORMULAS’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	$75.7K	Buy	+212	New	+$72.6K	0.01%	218

Other funds holding EG

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GAI

General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

USA FINANCIAL FORMULAS's EG Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Everest Group (EG) in Q2 2026: 212 shares worth $75.7K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings.

282 funds tracked by Wall St. Rank hold EG as of Q2 2026.

USA FINANCIAL FORMULAS held 212 shares of Everest Group worth $75.7K as of Q2 2026.
Everest Group was a new USA FINANCIAL FORMULAS position in Q2 2026.
Everest Group made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #218 holding.
282 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.