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United Capital Financial Advisors’s Everest Group EG Stock Holding History

United Capital Financial 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 		$648K Buy
1,815
+157
+9% +$53.8K ﹤0.01% 994
2026
Q1 		$542K Buy
1,658
+941
+131% +$310K ﹤0.01% 1027
2025
Q4 		$243K Sell
717
-154
-18% -$50.9K ﹤0.01% 1253
2025
Q3 		$305K Buy
871
+28
+3% +$9.45K ﹤0.01% 1014
2025
Q2 		$286K Buy
843
+35
+4% +$12.1K ﹤0.01% 939
2025
Q1 		$294K Sell
808
-80
-9% -$28.3K ﹤0.01% 894
2024
Q4 		$322K Buy
888
+59
+7% +$22.1K ﹤0.01% 861
2024
Q3 		$325K Sell
829
-6
-0.7% -$2.29K ﹤0.01% 850
2024
Q2 		$318K Sell
835
-25
-3% -$9.45K ﹤0.01% 827
2024
Q1 		$342K Sell
860
-3
-0.3% -$1.13K ﹤0.01% 843
2023
Q4 		$305K Buy
+863
New +$334K ﹤0.01% 861
2019
Q4 		– Sell
-47
Closed -$13K – 1390
2019
Q3 		$13K Buy
+47
New +$11.9K ﹤0.01% 1292
2017
Q2 		– Sell
-6,003
Closed -$1.4M – 1284
2017
Q1 		$1.4M Buy
+6,003
New +$1.37M 0.01% 652
2015
Q2 		– Sell
-1,374
Closed -$246K – 1265
2015
Q1 		$246K Sell
1,374
-286
-17% -$50.2K ﹤0.01% 1127
2014
Q4 		$283K Buy
1,660
+166
+11% +$28K ﹤0.01% 992
2014
Q3 		$242K Buy
+1,494
New +$242K ﹤0.01% 982

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

United Capital Financial Advisors's EG Position: Q2 2026 in Review

United Capital Financial Advisors increased its Everest Group (EG) stake by 9.5% in Q2 2026, buying an estimated $53.8K and bringing the position to 1,815 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

United Capital Financial Advisors first reported a position in EG in Q3 2014 and has held it in 16 quarters since. The position peaked at $1.4M in Q1 2017. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • United Capital Financial Advisors held 1,815 shares of Everest Group worth $648K as of Q2 2026.
  • United Capital Financial Advisors bought 157 Everest Group shares in Q2 2026, an estimated $53.8K.
  • Everest Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #994 holding.
  • United Capital Financial Advisors first reported a position in Everest Group in Q3 2014 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Everest Group position peaked at $1.4M in Q1 2017.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.