VA
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Vident Advisory’s Everest Group EG Stock Holding History

Vident Advisory’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 		$947K Buy
2,898
+2,193
+311% +$722K 0.01% 903
2025
Q4 		$239K Sell
705
-12
-2% -$3.96K ﹤0.01% 1471
2025
Q3 		$251K Sell
717
-15
-2% -$5.06K ﹤0.01% 1475
2025
Q2 		$249K Sell
732
-874
-54% -$302K ﹤0.01% 1394
2025
Q1 		$584K Sell
1,606
-7,350
-82% -$2.6M 0.01% 957
2024
Q4 		$3.25M Buy
+8,956
New +$3.35M 0.06% 299

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

Vident Advisory's EG Position: Q1 2026 in Review

Vident Advisory increased its Everest Group (EG) stake by 311% in Q1 2026, buying an estimated $722K and bringing the position to 2,898 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #903.

Vident Advisory first reported a position in EG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.25M in Q4 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Vident Advisory held 2,898 shares of Everest Group worth $947K as of Q1 2026.
  • Vident Advisory bought 2,193 Everest Group shares in Q1 2026, an estimated $722K.
  • Everest Group made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #903 holding.
  • Vident Advisory first reported a position in Everest Group in Q4 2024 and has held it in 6 quarters since.
  • Vident Advisory's Everest Group position peaked at $3.25M in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.