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Unison Advisors’s Everest Group EG Stock Holding History

Unison 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 		$614K Buy
1,719
+9
+0.5% +$3.08K 0.04% 151
2026
Q1 		$559K Buy
1,710
+10
+0.6% +$3.29K 0.04% 164
2025
Q4 		$577K Buy
1,700
+9
+0.5% +$2.97K 0.05% 163
2025
Q3 		$592K Buy
1,691
+9
+0.5% +$3.04K 0.05% 144
2025
Q2 		$572K Buy
1,682
+9
+0.5% +$3.1K 0.06% 144
2025
Q1 		$608K Buy
1,673
+9
+0.5% +$3.18K 0.08% 135
2024
Q4 		$603K Buy
1,664
+8
+0.5% +$3K 0.07% 140
2024
Q3 		$649K Buy
1,656
+8
+0.5% +$3.05K 0.08% 143
2024
Q2 		$628K Buy
1,648
+7
+0.4% +$2.65K 0.08% 128
2024
Q1 		$652K Buy
1,641
+7
+0.4% +$2.63K 0.06% 128
2023
Q4 		$578K Hold
1,634
– – 0.06% 136
2023
Q3 		$610K Buy
1,634
+7
+0.4% +$2.54K 0.07% 111
2023
Q2 		$556K Buy
1,627
+7
+0.4% +$2.53K 0.06% 116
2023
Q1 		$580K Buy
1,620
+9
+0.6% +$3.23K 0.06% 114
2022
Q4 		$534K Buy
1,611
+7
+0.4% +$2.18K 0.07% 121
2022
Q3 		$421K Buy
1,604
+379
+31% +$103K 0.08% 131
2022
Q2 		$343K Buy
1,225
+6
+0.5% +$1.7K 0.09% 135
2022
Q1 		$368K Buy
1,219
+6
+0.5% +$1.72K 0.09% 137
2021
Q4 		$332K Buy
1,213
+7
+0.6% +$1.89K 0.08% 154
2021
Q3 		$302K Buy
1,206
+7
+0.6% +$1.79K 0.08% 160
2021
Q2 		$302K Buy
1,199
+7
+0.6% +$1.82K 0.06% 157
2021
Q1 		$295K Buy
1,192
+7
+0.6% +$1.67K 0.06% 166
2020
Q4 		$277K Buy
1,185
+8
+0.7% +$1.77K 0.06% 157
2020
Q3 		$233K Buy
1,177
+8
+0.7% +$1.71K 0.07% 121
2020
Q2 		$241K Buy
1,169
+9
+0.8% +$1.75K 0.08% 110
2020
Q1 		$223K Buy
1,160
+6
+0.5% +$1.53K 0.24% 97
2019
Q4 		$319K Buy
1,154
+6
+0.5% +$1.58K 0.23% 97
2019
Q3 		$305K Buy
1,148
+6
+0.5% +$1.51K 0.23% 94
2019
Q2 		$282K Buy
1,142
+7
+0.6% +$1.68K 0.21% 110
2019
Q1 		$245K Buy
1,135
+7
+0.6% +$1.52K 0.18% 132
2018
Q4 		$245K Buy
1,128
+6
+0.5% +$1.31K 0.19% 123
2018
Q3 		$256K Buy
1,122
+6
+0.5% +$1.34K 0.18% 134
2018
Q2 		$257K Buy
1,116
+5
+0.5% +$1.17K 0.19% 140
2018
Q1 		$286K Buy
1,111
+6
+0.5% +$1.44K 0.21% 108
2017
Q4 		$245K Buy
+1,105
New +$249K 0.18% 127

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Unison Advisors's EG Position: Q2 2026 in Review

Unison Advisors increased its Everest Group (EG) stake by 0.53% in Q2 2026, buying an estimated $3.08K and bringing the position to 1,719 shares worth $614K. The position accounts for 0.04% of the portfolio, ranked #151.

Unison Advisors first reported a position in EG in Q4 2017 and has held it in 35 quarters since. The position peaked at $652K in Q1 2024. 153 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Unison Advisors held 1,719 shares of Everest Group worth $614K as of Q2 2026.
  • Unison Advisors bought 9 Everest Group shares in Q2 2026, an estimated $3.08K.
  • Everest Group made up 0.04% of Unison Advisors's portfolio in Q2 2026, its #151 holding.
  • Unison Advisors first reported a position in Everest Group in Q4 2017 and has held it in 35 quarters since.
  • Unison Advisors's Everest Group position peaked at $652K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.