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Verdence Capital Advisors’s Everest Group EG Stock Holding History

Verdence Capital 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 		– Sell
-1,814
Closed -$616K – 684
2025
Q4 		$616K Sell
1,814
-36
-2% -$11.9K 0.04% 369
2025
Q3 		$636K Buy
1,850
+1
+0.1% +$338 0.04% 379
2025
Q2 		$628K Buy
1,849
+273
+17% +$94.2K 0.04% 346
2025
Q1 		$572K Buy
1,576
+507
+47% +$179K 0.04% 345
2024
Q4 		$388K Buy
1,069
+77
+8% +$28.8K 0.03% 414
2024
Q3 		$389K Buy
+992
New +$378K 0.03% 432
2019
Q4 		– Sell
-6,756
Closed -$1.8M – 328
2019
Q3 		$1.8M Sell
6,756
-210
-3% -$53K 0.51% 66
2019
Q2 		$1.72M Sell
6,966
-2,109
-23% -$506K 0.49% 65
2019
Q1 		$1.96M Sell
9,075
-1,365
-13% -$297K 0.53% 58
2018
Q4 		$2.27M Sell
10,440
-114
-1% -$24.8K 0.64% 48
2018
Q3 		$2.41M Buy
10,554
+974
+10% +$218K 0.6% 47
2018
Q2 		$2.21M Buy
+9,580
New +$2.25M 0.54% 53

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

Verdence Capital Advisors's EG Position: Q1 2026 in Review

Verdence Capital Advisors sold out of Everest Group (EG) in Q1 2026, closing a stake of 1,814 shares — an estimated $616K sold.

Verdence Capital Advisors first reported a position in EG in Q2 2018 and held it in 12 quarters. The position peaked at $2.41M in Q3 2018. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Verdence Capital Advisors reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Verdence Capital Advisors sold 1,814 Everest Group shares in Q1 2026, an estimated $616K.
  • Verdence Capital Advisors first reported a position in Everest Group in Q2 2018 and held it in 12 quarters.
  • Verdence Capital Advisors's Everest Group position peaked at $2.41M in Q3 2018.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.