James T. Borello RIA
EG icon

James T. Borello RIA’s Everest Group EG Stock Holding History

James T. Borello RIA’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 		$3.29K Hold
9
– – ﹤0.01% 861
2026
Q2 		$3.22K Buy
9
+4
+80% +$1.37K ﹤0.01% 873
2026
Q1 		$1.63K Buy
+5
New +$1.65K ﹤0.01% 945
2025
Q4 		– Sell
-6
Closed -$2.1K – 1139
2025
Q3 		$2.1K Buy
+6
New +$2.03K ﹤0.01% 717

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

James T. Borello RIA's EG Position: Q3 2026 in Review

James T. Borello RIA held its Everest Group (EG) position steady in Q3 2026 at 9 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

James T. Borello RIA first reported a position in EG in Q3 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • James T. Borello RIA held 9 shares of Everest Group worth $3.29K as of Q3 2026.
  • James T. Borello RIA left its Everest Group share count unchanged in Q3 2026.
  • Everest Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #861 holding.
  • James T. Borello RIA first reported a position in Everest Group in Q3 2025 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.