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Washington Trust Advisors’s Everest Group EG Stock Holding History

Washington Trust Advisors’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
2025
Q4 		– Sell
-9
Closed -$3.33K – 615
2025
Q3 		$3.33K Hold
9
– – ﹤0.01% 641
2025
Q2 		$3.23K Hold
9
– – ﹤0.01% 589
2025
Q1 		$3.45K Buy
9
+1
+13% +$353 ﹤0.01% 580
2024
Q4 		$2.95K Buy
8
+1
+14% +$375 ﹤0.01% 600
2024
Q3 		$2.89K Hold
7
– – ﹤0.01% 618
2024
Q2 		$2.52K Hold
7
– – ﹤0.01% 620
2024
Q1 		$2.63K Hold
7
– – ﹤0.01% 630
2023
Q4 		$2.34K Hold
7
– – ﹤0.01% 636
2023
Q3 		$2.46K Buy
+7
New +$2.54K ﹤0.01% 630

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Washington Trust Advisors's EG Position: Q4 2025 in Review

Washington Trust Advisors sold out of Everest Group (EG) in Q4 2025, closing a stake of 9 shares — an estimated $3.33K sold.

Washington Trust Advisors first reported a position in EG in Q3 2023 and held it in 9 quarters. The position peaked at $3.45K in Q1 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Washington Trust Advisors reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Washington Trust Advisors sold 9 Everest Group shares in Q4 2025, an estimated $3.33K.
  • Washington Trust Advisors first reported a position in Everest Group in Q3 2023 and held it in 9 quarters.
  • Washington Trust Advisors's Everest Group position peaked at $3.45K in Q1 2025.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.