RAFFA WEALTH MANAGEMENT, LLC’s Everest Group EG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$5K	Hold	14	–	–	﹤0.01%	590
2026 Q1	$4.58K	Buy	14 +1	+8%	+$329	﹤0.01%	553
2025 Q4	$4.41K	Hold	13	–	–	﹤0.01%	537
2025 Q3	$4.55K	Hold	13	–	–	﹤0.01%	504
2025 Q2	$4.42K	Hold	13	–	–	﹤0.01%	525
2025 Q1	$4.72K	Hold	13	–	–	﹤0.01%	436
2024 Q4	$4.71K	Hold	13	–	–	﹤0.01%	453
2024 Q3	$5.09K	Hold	13	–	–	﹤0.01%	412
2024 Q2	$4.95K	Hold	13	–	–	﹤0.01%	539
2024 Q1	$5.17K	Buy	13 +9	+225%	+$3.38K	﹤0.01%	503
2023 Q4	$1.41K	Hold	4	–	–	﹤0.01%	718
2023 Q3	$1.49K	Hold	4	–	–	﹤0.01%	670
2023 Q2	$1.37K	Sell	4 -50	-93%	-$18.1K	﹤0.01%	711
2023 Q1	$19.3K	Hold	54	–	–	0.01%	219
2022 Q4	$17.9K	Hold	54	–	–	0.01%	216
2022 Q3	$14.2K	Hold	54	–	–	0.01%	237
2022 Q2	$15.1K	Hold	54	–	–	0.01%	241
2022 Q1	$16.3K	Hold	54	–	–	0.01%	234
2021 Q4	$14.8K	Hold	54	–	–	﹤0.01%	248
2021 Q3	$13.5K	Hold	54	–	–	﹤0.01%	226
2021 Q2	$13.6K	Hold	54	–	–	﹤0.01%	230
2021 Q1	$13.4K	Hold	54	–	–	﹤0.01%	245
2020 Q4	$12.6K	Hold	54	–	–	﹤0.01%	228
2020 Q3	$10.7K	Hold	54	–	–	﹤0.01%	235
2020 Q2	$11.1K	Hold	54	–	–	﹤0.01%	219
2020 Q1	$10.4K	Hold	54	–	–	﹤0.01%	205
2019 Q4	$14.9K	Hold	54	–	–	0.01%	209
2019 Q3	$14.4K	Buy	+54	New	+$13.6K	0.01%	212
2019 Q2	–	Sell	-54	Closed	-$11.7K	–	930
2019 Q1	$11.7K	Hold	54	–	–	﹤0.01%	182
2018 Q4	$11.8K	Hold	54	–	–	﹤0.01%	199
2018 Q3	$12.3K	Hold	54	–	–	﹤0.01%	204
2018 Q2	$12.4K	Hold	54	–	–	﹤0.01%	193
2018 Q1	$13.9K	Buy	54 +4	+8%	+$960	0.01%	190
2017 Q4	$11.1K	Hold	50	–	–	﹤0.01%	187
2017 Q3	$11.4K	Hold	50	–	–	﹤0.01%	196
2017 Q2	$12.7K	Hold	50	–	–	0.01%	187
2017 Q1	$11.7K	Hold	50	–	–	0.01%	168
2016 Q4	$10.8K	Buy	+50	New	+$10.3K	0.01%	171

Other funds holding EG

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Everest Group (EG) position steady in Q2 2026 at 14 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EG in Q4 2016 and has held it in 38 quarters since. The position peaked at $19.3K in Q1 2023. 175 funds tracked by Wall St. Rank hold EG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 14 shares of Everest Group worth $5K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #590 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Everest Group in Q4 2016 and has held it in 38 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Everest Group position peaked at $19.3K in Q1 2023.
175 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.