Question 1

Does Moneta Group Investment Advisors own EFG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Moneta Group Investment Advisors holds 432,150 shares of EFG, worth $53.8M.

Question 2

How many shares of EFG does Moneta Group Investment Advisors own?

Accepted Answer

As of its Q2 2026 13F, Moneta Group Investment Advisors holds 432,150 shares of EFG.

Question 3

What is Moneta Group Investment Advisors' EFG position worth?

Accepted Answer

As of its Q2 2026 13F, Moneta Group Investment Advisors' EFG position is worth $53.8M.

Question 4

Is Moneta Group Investment Advisors buying or selling EFG?

Accepted Answer

In Q2 2026, Moneta Group Investment Advisors reduced its EFG position by 8,446 shares (-1.9%).

Question 5

When did Moneta Group Investment Advisors first buy EFG?

Accepted Answer

Moneta Group Investment Advisors first reported EFG in its Q2 2019 13F and has listed it in 29 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	432,150	-1.9%	$53.8M	0.4%	$124.42	0
2026-Q1	Decreased	440,596	-8.0%	$49.1M	0.4%	$110.49	0
2025-Q4	Increased	478,795	+6.9%	$54.5M	0.4%	$113.02	38
2025-Q3	Increased	447,770	+17.9%	$51M	0.4%	$111.21	41
2025-Q2	Increased	379,673	+128.6%	$42.5M	0.5%	$109.37	66
2025-Q1	Increased	166,110	+14.8%	$16.6M	0.2%	$96.70	39
2024-Q4	Increased	144,681	+53.9%	$14M	0.2%	$93.64	47
2024-Q3	Decreased	94,004	-12.4%	$10.1M	0.1%	$103.38	0
2024-Q2	Decreased	107,316	-8.0%	$11M	0.2%	$99.03	0
2024-Q1	Decreased	116,683	-3.5%	$12.1M	0.2%	$99.63	0
2023-Q4	Decreased	120,902	-0.6%	$11.7M	0.2%	$92.96	0
2023-Q3	Increased	121,665	+3.0%	$10.5M	0.2%	$82.27	34
2023-Q2	Decreased	118,099	-0.5%	$11.3M	0.2%	$90.23	0
2023-Q1	Increased	118,716	+10.6%	$11.1M	0.3%	$87.75	37
2022-Q4	Decreased	107,376	-17.6%	$9.8M	0.3%	$79.08	0
2022-Q3	Decreased	130,375	-3.1%	$9.5M	0.4%	$67.82	0
2022-Q2	Increased	134,526	+21.9%	$10.8M	0.4%	$75.24	40
2022-Q1	Increased	110,367	+5.8%	$10.6M	0.4%	$89.08	35
2021-Q4	Increased	104,271	+11.4%	$11.5M	0.5%	$102.05	37
2021-Q3	Increased	93,594	+7.8%	$10M	0.5%	$97.79	36
2021-Q2	Increased	86,838	+5.1%	$9.3M	0.4%	$98.54	35
2021-Q1	Increased	82,600	+7.9%	$8.3M	0.4%	$91.52	36
2020-Q4	Increased	76,543	+2.8%	$7.7M	0.6%	$91.93	40
2020-Q3	Increased	74,488	+4.2%	$6.7M	0.6%	$81.58	40
2020-Q2	Increased	71,520	+7.4%	$5.9M	0.6%	$75.44	41
2020-Q1	Increased	66,573	+14.3%	$4.7M	0.5%	$64.15	37
2019-Q4	Increased	58,251	+3.1%	$5M	0.4%	$78.27	33
2019-Q3	Increased	56,490	+7.5%	$4.5M	0.4%	$72.63	35
2019-Q2	New	52,532	-	$4.2M	0.4%	$73.02	44

EFG29 quarters

EFG
29 quarters