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Worthington Financial Partners’s Everest Group EG Stock Holding History

Worthington Financial Partners’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 		$327K Sell
914
-122
-12% -$41.8K 0.27% 91
2026
Q1 		$339K Hold
1,036
– – 0.29% 90
2025
Q4 		$352K Buy
+1,036
New +$342K 0.31% 86

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

Worthington Financial Partners's EG Position: Q2 2026 in Review

Worthington Financial Partners reduced its Everest Group (EG) stake by 12% in Q2 2026, selling an estimated $41.8K and leaving 914 shares worth $327K. The position accounts for 0.27% of the portfolio, ranked #91.

Worthington Financial Partners first reported a position in EG in Q4 2025 and has held it in 3 quarters since. The position peaked at $352K in Q4 2025. 684 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Worthington Financial Partners held 914 shares of Everest Group worth $327K as of Q2 2026.
  • Worthington Financial Partners sold 122 Everest Group shares in Q2 2026, an estimated $41.8K.
  • Everest Group made up 0.27% of Worthington Financial Partners's portfolio in Q2 2026, its #91 holding.
  • Worthington Financial Partners first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
  • Worthington Financial Partners's Everest Group position peaked at $352K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.