West Paces Advisors
EG icon

West Paces Advisors’s Everest Group EG Stock Holding History

West Paces 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
2026
Q3 		$1.46K Hold
4
– – ﹤0.01% 606
2026
Q2 		$1.43K Buy
+4
New +$1.37K ﹤0.01% 627

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
General American Investors
General American Investors New York $1.71B AUM 30.1% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

West Paces Advisors's EG Position: Q3 2026 in Review

West Paces Advisors held its Everest Group (EG) position steady in Q3 2026 at 4 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

West Paces Advisors first reported a position in EG in Q2 2026 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • West Paces Advisors held 4 shares of Everest Group worth $1.46K as of Q3 2026.
  • West Paces Advisors left its Everest Group share count unchanged in Q3 2026.
  • Everest Group made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #606 holding.
  • West Paces Advisors first reported a position in Everest Group in Q2 2026 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.