WSFS
EG icon

Wilmington Savings Fund Society’s Everest Group EG Stock Holding History

Wilmington Savings Fund Society’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 		$41.1K Hold
115
– – ﹤0.01% 930
2026
Q1 		$37.6K Hold
115
– – ﹤0.01% 936
2025
Q4 		$39K Hold
115
– – ﹤0.01% 929
2025
Q3 		$40.3K Sell
115
-73
-39% -$24.6K ﹤0.01% 927
2025
Q2 		$63.9K Hold
188
– – ﹤0.01% 1168
2025
Q1 		$68.3K Sell
188
-7
-4% -$2.47K ﹤0.01% 1126
2024
Q4 		$70.7K Buy
195
+32
+20% +$12K ﹤0.01% 1139
2024
Q3 		$63.9K Buy
+163
New +$62.1K ﹤0.01% 1150

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wilmington Savings Fund Society's EG Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Everest Group (EG) position steady in Q2 2026 at 115 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Wilmington Savings Fund Society first reported a position in EG in Q3 2024 and has held it in 8 quarters since. The position peaked at $70.7K in Q4 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Wilmington Savings Fund Society held 115 shares of Everest Group worth $41.1K as of Q2 2026.
  • Wilmington Savings Fund Society left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #930 holding.
  • Wilmington Savings Fund Society first reported a position in Everest Group in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's Everest Group position peaked at $70.7K in Q4 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.