William Mack & Associates’s Everest Group EG Stock Holding History

William Mack & Associates’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	Buy	+4	New	+$1.5K	﹤0.01%	621

Other funds holding EG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

William Mack & Associates's EG Position: Q3 2026 in Review

William Mack & Associates opened a new position in Everest Group (EG) in Q3 2026: 4 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings.

580 funds tracked by Wall St. Rank hold EG as of Q3 2026.

William Mack & Associates held 4 shares of Everest Group worth $1.46K as of Q3 2026.
Everest Group was a new William Mack & Associates position in Q3 2026.
Everest Group made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #621 holding.
580 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.