VF
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Vest Financial’s Everest Group EG Stock Holding History

Vest Financial’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 		$23.3M Buy
65,112
+59,459
+1,052% +$20.4M 0.24% 130
2026
Q1 		$1.85M Buy
+5,653
New +$1.86M 0.02% 329
2025
Q4 		– Sell
-32,965
Closed -$11.5M – 425
2025
Q3 		$11.5M Sell
32,965
-24,897
-43% -$8.41M 0.15% 137
2025
Q2 		$19.7M Sell
57,862
-20,359
-26% -$7.02M 0.28% 120
2025
Q1 		$28.4M Buy
78,221
+71,371
+1,042% +$25.2M 0.44% 104
2024
Q4 		$2.48M Buy
6,850
+2,662
+64% +$997K 0.04% 146
2024
Q3 		$1.64M Buy
4,188
+1,278
+44% +$487K 0.03% 134
2024
Q2 		$1.11M Buy
2,910
+764
+36% +$289K 0.03% 165
2024
Q1 		$853K Buy
+2,146
New +$805K 0.02% 192

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

Vest Financial's EG Position: Q2 2026 in Review

Vest Financial increased its Everest Group (EG) stake by 1,052% in Q2 2026, buying an estimated $20.4M and bringing the position to 65,112 shares worth $23.3M. The position accounts for 0.24% of the portfolio, ranked #130.

Vest Financial first reported a position in EG in Q1 2024 and has held it in 9 quarters since. The position peaked at $28.4M in Q1 2025. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Vest Financial held 65,112 shares of Everest Group worth $23.3M as of Q2 2026.
  • Vest Financial bought 59,459 Everest Group shares in Q2 2026, an estimated $20.4M.
  • Everest Group made up 0.24% of Vest Financial's portfolio in Q2 2026, its #130 holding.
  • Vest Financial first reported a position in Everest Group in Q1 2024 and has held it in 9 quarters since.
  • Vest Financial's Everest Group position peaked at $28.4M in Q1 2025.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.