UFF
EG icon

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
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
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

USA Financial Formulas's EG Position: Q2 2026 in Review

USA Financial Formulas opened a new position in Everest Group (EG) in Q2 2026: 212 shares worth $75.7K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in EG as recently as Q4 2023.

USA Financial Formulas first reported a position in EG in Q2 2017 and has held it in 6 quarters since. The position peaked at $875K in Q1 2023. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • USA Financial Formulas held 212 shares of Everest Group worth $75.7K as of Q2 2026.
  • Everest Group was a new USA Financial Formulas position in Q2 2026.
  • Everest Group made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #218 holding.
  • USA Financial Formulas first reported a position in Everest Group in Q2 2017 and has held it in 6 quarters since.
  • USA Financial Formulas's Everest Group position peaked at $875K in Q1 2023.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.