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Twin Peaks Wealth Advisors’s Everest Group EG Stock Holding History

Twin Peaks Wealth 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
Q2 		– Sell
-12
Closed -$3.92K – 796
2026
Q1 		$3.92K Buy
+12
New +$3.95K ﹤0.01% 1479
2025
Q3 		– Sell
-9
Closed -$2.95K – 717
2025
Q2 		$2.95K Buy
+9
New +$3.1K ﹤0.01% 1514

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

Twin Peaks Wealth Advisors's EG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Everest Group (EG) in Q2 2026, closing a stake of 12 shares — an estimated $3.92K sold.

Twin Peaks Wealth Advisors first reported a position in EG in Q2 2025 and held it in 2 quarters. The position peaked at $3.92K in Q1 2026. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 12 Everest Group shares in Q2 2026, an estimated $3.92K.
  • Twin Peaks Wealth Advisors first reported a position in Everest Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Everest Group position peaked at $3.92K in Q1 2026.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.