Vontobel Holding
EG icon

Vontobel Holding’s Everest Group EG Stock Holding History

Vontobel Holding’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 		$429K Buy
1,313
+133
+11% +$43.8K ﹤0.01% 897
2025
Q4 		$400K Sell
1,180
-75
-6% -$24.8K ﹤0.01% 1070
2025
Q3 		$440K Buy
1,255
+75
+6% +$25.3K ﹤0.01% 989
2025
Q2 		$401K Sell
1,180
-601
-34% -$207K ﹤0.01% 961
2025
Q1 		$647K Buy
1,781
+36
+2% +$12.7K ﹤0.01% 707
2024
Q4 		$632K Sell
1,745
-50
-3% -$18.7K ﹤0.01% 725
2024
Q3 		$703K Sell
1,795
-127
-7% -$48.4K ﹤0.01% 683
2024
Q2 		$732K Hold
1,922
– – ﹤0.01% 663
2024
Q1 		$764K Buy
1,922
+57
+3% +$21.4K 0.01% 660
2023
Q4 		$659K Sell
1,865
-247
-12% -$95.7K 0.01% 711
2023
Q3 		$785K Hold
2,112
– – 0.01% 637
2023
Q2 		$722K Buy
2,112
+400
+23% +$144K 0.01% 695
2023
Q1 		$613K Hold
1,712
– – 0.01% 728
2022
Q4 		$572K Buy
+1,712
New +$533K 0.01% 720
2022
Q2 		– Sell
-809
Closed -$247K – 1052
2022
Q1 		$247K Sell
809
-13
-2% -$3.73K ﹤0.01% 954
2021
Q4 		$225K Hold
822
– – ﹤0.01% 977
2021
Q3 		$206K Buy
+822
New +$211K ﹤0.01% 1030

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

Vontobel Holding's EG Position: Q1 2026 in Review

Vontobel Holding increased its Everest Group (EG) stake by 11% in Q1 2026, buying an estimated $43.8K and bringing the position to 1,313 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Vontobel Holding first reported a position in EG in Q3 2021 and has held it in 17 quarters since. The position peaked at $785K in Q3 2023. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Vontobel Holding held 1,313 shares of Everest Group worth $429K as of Q1 2026.
  • Vontobel Holding bought 133 Everest Group shares in Q1 2026, an estimated $43.8K.
  • Everest Group made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #897 holding.
  • Vontobel Holding first reported a position in Everest Group in Q3 2021 and has held it in 17 quarters since.
  • Vontobel Holding's Everest Group position peaked at $785K in Q3 2023.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.