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WestEnd Advisors’s Everest Group EG Stock Holding History

WestEnd 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
Q2 		$357 Hold
1
– – ﹤0.01% 360
2026
Q1 		$327 Hold
1
– – ﹤0.01% 341
2025
Q4 		$339 Hold
1
– – ﹤0.01% 336
2025
Q3 		$350 Hold
1
– – ﹤0.01% 340
2025
Q2 		$340 Hold
1
– – ﹤0.01% 317
2025
Q1 		$363 Buy
+1
New +$353 ﹤0.01% 301

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
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

WestEnd Advisors's EG Position: Q2 2026 in Review

WestEnd Advisors held its Everest Group (EG) position steady in Q2 2026 at 1 share worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #360.

WestEnd Advisors first reported a position in EG in Q1 2025 and has held it in 6 quarters since. The position peaked at $363 in Q1 2025. 153 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • WestEnd Advisors held 1 share of Everest Group worth $357 as of Q2 2026.
  • WestEnd Advisors left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #360 holding.
  • WestEnd Advisors first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • WestEnd Advisors's Everest Group position peaked at $363 in Q1 2025.
  • 153 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.