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Turning Point Benefit Group’s Everest Group EG Stock Holding History

Turning Point Benefit Group’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 		– Sell
-3
Closed -$1.02K – 306
2025
Q4 		$1.02K Hold
3
– – ﹤0.01% 561
2025
Q3 		$1.06K Buy
+3
New +$1.01K ﹤0.01% 386

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Turning Point Benefit Group's EG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Everest Group (EG) in Q1 2026, closing a stake of 3 shares — an estimated $1.02K sold.

Turning Point Benefit Group first reported a position in EG in Q3 2025 and held it in 2 quarters. The position peaked at $1.06K in Q3 2025. 670 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 3 Everest Group shares in Q1 2026, an estimated $1.02K.
  • Turning Point Benefit Group first reported a position in Everest Group in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Everest Group position peaked at $1.06K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.