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 Q3	$365	Hold	1	–	–	﹤0.01%	381
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

WestEnd Advisors's EG Position: Q3 2026 in Review

WestEnd Advisors held its Everest Group (EG) position steady in Q3 2026 at 1 share worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #381.

WestEnd Advisors first reported a position in EG in Q1 2025 and has held it in 7 quarters since. 215 funds tracked by Wall St. Rank hold EG as of Q3 2026.

WestEnd Advisors held 1 share of Everest Group worth $365 as of Q3 2026.
WestEnd Advisors left its Everest Group share count unchanged in Q3 2026.
Everest Group made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #381 holding.
WestEnd Advisors first reported a position in Everest Group in Q1 2025 and has held it in 7 quarters since.
215 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.