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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
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 $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
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's EG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Everest Group (EG) in Q1 2026: 12 shares worth $3.92K. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EG in Q2 2025 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 12 shares of Everest Group worth $3.92K as of Q1 2026.
  • Everest Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Everest Group made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1479 holding.
  • Twin Peaks Wealth Advisors first reported a position in Everest Group in Q2 2025 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.