USA Financial Formulas’s Everest Group EG Stock Holding History

USA Financial Formulas’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 Q3	$77.4K	Hold	212	–	–	0.02%	191
2026 Q2	$75.7K	Buy	+212	New	+$72.6K	0.01%	218
2024 Q1	–	Sell	-3	Closed	-$1.06K	–	341
2023 Q4	$1.06K	Sell	3 -2,038	-100%	-$789K	﹤0.01%	325
2023 Q3	$759K	Sell	2,041 -349	-15%	-$127K	1.13%	20
2023 Q2	$817K	Sell	2,390 -53	-2%	-$19.1K	1.25%	24
2023 Q1	$875K	Buy	+2,443	New	+$878K	1.42%	26
2017 Q3	–	Sell	-1,837	Closed	-$468K	–	274
2017 Q2	$468K	Buy	+1,837	New	+$453K	0.11%	174

Other funds holding EG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

USA Financial Formulas's EG Position: Q3 2026 in Review

USA Financial Formulas held its Everest Group (EG) position steady in Q3 2026 at 212 shares worth $77.4K. The position accounts for 0.02% of the portfolio, ranked #191.

USA Financial Formulas first reported a position in EG in Q2 2017 and has held it in 7 quarters since. The position peaked at $875K in Q1 2023. 580 funds tracked by Wall St. Rank hold EG as of Q3 2026.

USA Financial Formulas held 212 shares of Everest Group worth $77.4K as of Q3 2026.
USA Financial Formulas left its Everest Group share count unchanged in Q3 2026.
Everest Group made up 0.02% of USA Financial Formulas's portfolio in Q3 2026, its #191 holding.
USA Financial Formulas first reported a position in Everest Group in Q2 2017 and has held it in 7 quarters since.
USA Financial Formulas's Everest Group position peaked at $875K in Q1 2023.
580 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.