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Wall Street Financial Group’s Everest Group EG Stock Holding History

Wall Street Financial Group’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 		– Sell
-10
Closed -$3.27K – 272
2026
Q1 		$3.27K Buy
+10
New +$3.29K ﹤0.01% 528

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AL
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

Wall Street Financial Group's EG Position: Q2 2026 in Review

Wall Street Financial Group sold out of Everest Group (EG) in Q2 2026, closing a stake of 10 shares — an estimated $3.27K sold.

Wall Street Financial Group first reported a position in EG in Q1 2026 and held it in 1 quarter. The position peaked at $3.27K in Q1 2026. 205 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Wall Street Financial Group reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 10 Everest Group shares in Q2 2026, an estimated $3.27K.
  • Wall Street Financial Group first reported a position in Everest Group in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's Everest Group position peaked at $3.27K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.