Winch Advisory Services’s Everest Group EG Stock Holding History

Winch Advisory Services’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	$4.64K	Hold	13	–	–	﹤0.01%	403
2026 Q1	$4.25K	Hold	13	–	–	﹤0.01%	375
2025 Q4	$4.41K	Hold	13	–	–	﹤0.01%	370
2025 Q3	$4.55K	Hold	13	–	–	﹤0.01%	363
2025 Q2	$4.42K	Hold	13	–	–	﹤0.01%	353
2025 Q1	$4.72K	Hold	13	–	–	﹤0.01%	341
2024 Q4	$4.71K	Hold	13	–	–	﹤0.01%	373
2024 Q3	$5.09K	Hold	13	–	–	﹤0.01%	312
2024 Q2	$4.95K	Buy	+13	New	+$4.91K	﹤0.01%	317

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Winch Advisory Services's EG Position: Q2 2026 in Review

Winch Advisory Services held its Everest Group (EG) position steady in Q2 2026 at 13 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Winch Advisory Services first reported a position in EG in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.09K in Q3 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Winch Advisory Services held 13 shares of Everest Group worth $4.64K as of Q2 2026.
Winch Advisory Services left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #403 holding.
Winch Advisory Services first reported a position in Everest Group in Q2 2024 and has held it in 9 quarters since.
Winch Advisory Services's Everest Group position peaked at $5.09K in Q3 2024.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.