Willow Financial’s Everest Group EG Stock Holding History

Willow Financial’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	$388K	Buy	+1,062	New	+$397K	0.37%	44

Other funds holding EG

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Willow Financial's EG Position: Q3 2026 in Review

Willow Financial opened a new position in Everest Group (EG) in Q3 2026: 1,062 shares worth $388K. The stake represents 0.37% of the portfolio and ranks #44 among its holdings.

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

Willow Financial held 1,062 shares of Everest Group worth $388K as of Q3 2026.
Everest Group was a new Willow Financial position in Q3 2026.
Everest Group made up 0.37% of Willow Financial's portfolio in Q3 2026, its #44 holding.
561 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Willow Financial's 13F filing for Q3 2026, filed 12 Nov 2026.