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
Q2 		$1.2M Buy
3,363
+465
+16% +$159K 0.01% 889
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 $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 $3.38T AUM 44.17% 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

Vident Advisory's EG Position: Q2 2026 in Review

Vident Advisory increased its Everest Group (EG) stake by 16% in Q2 2026, buying an estimated $159K and bringing the position to 3,363 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #889.

Vident Advisory first reported a position in EG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.25M in Q4 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Vident Advisory held 3,363 shares of Everest Group worth $1.2M as of Q2 2026.
  • Vident Advisory bought 465 Everest Group shares in Q2 2026, an estimated $159K.
  • Everest Group made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #889 holding.
  • Vident Advisory first reported a position in Everest Group in Q4 2024 and has held it in 7 quarters since.
  • Vident Advisory's Everest Group position peaked at $3.25M in Q4 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.