Stocks › EFG
EFG
EFG·USD
$121.13
+0.14 (+0.12%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
EFG
EFG
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
EFGS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of EFG by members of U.S. Congress · 4 on record
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 Robert J. WittmanHouse · R · VA |
EFGEFG · Stock |
Sale $1,001 - $15,000 |
Feb 13, 2022 | Jan 28, 2022 | Filing ↗ |
 Joe CourtneyHouse · D · CT |
EFGEFG · Stock |
Purchase $1,001 - $15,000 |
Nov 6, 2020 | Oct 9, 2020 | Filing ↗ |
 K. Michael ConawayHouse · R · TX |
EFGEFG · Stock |
Sale $1,001 - $15,000 |
Jul 10, 2020 | Jun 9, 2020 | Filing ↗ |
 James B. RenacciHouse · R · OH |
EFGEFG · ETF |
Sale $15,001 - $50,000 |
Apr 19, 2016 | Apr 13, 2016 | Filing ↗ |
Whale Activity
Position changes in EFG reported for 2026-06-30 by 20 tracked institutional filers
- Increased4
- New0
- Held0
- Decreased1
- Closed0
- No prior filing15
| Filer | Shares | Value | Change |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 23.6M | $2.94B | — |
| Envestnet Portfolio Solutions, Inc. | 1.9M | $235.4M | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 530.7K | $65.9M | — |
| BlackRock, Inc. | 481.4K | $59.9M | increased |
| MLG Wealth Management DBA Pine Grove Financial Group | 114.8K | $14.3M | increased |
| LiftPoint Family Wealth Advisors LLC | 53.0K | $6.6M | — |
| Parkside Financial Bank & Trust | 41.4K | $5.2M | — |
| RESOLUTE WEALTH ADVISOR, INC. | 44.4K | $4.9M | — |
| Yukon Wealth Management, Inc. | 36.7K | $4.6M | — |
| Cornerstone Planning Group LLC | 35.9K | $4.3M | — |
| Disciplined Investments, LLC | 28.6K | $3.6M | — |
| Westfuller Advisors, LLC | 28.2K | $3.5M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by EFG insiders, by quarter · Form 4
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
0 transactions on record · newest first
No insider transactions on record.
Fund Holders
Mutual funds and ETFs holding EFG · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| BlackRock 60/40 Target Allocation ETF V.I. Fund BlackRock Variable Series Funds, Inc. | 261.7K | $32.6M | 3.47% | Jun 30, 2026 |
| PFG BR Target Allocation Equity Strategy Fund Northern Lights Fund Trust | 188.3K | $22.9M | 4.52% | Jul 31, 2026 |
| AST International Equity Portfolio Advanced Series Trust | 111.7K | $13.9M | 0.81% | Jun 30, 2026 |
| Aristotle Multi-Asset Growth and Income Fund Aristotle Fund Series Trust | 54.6K | $6.8M | 1.02% | Jun 30, 2026 |
| Global Atlantic Moderately Aggressive Managed Risk Portfolio Forethought Variable Insurance Trust | 36.1K | $4.5M | 1.85% | Jun 30, 2026 |
| Ocean Park Tactical All Asset Fund Northern Lights Fund Trust | 31.1K | $3.9M | 1.03% | Jun 30, 2026 |
| Aristotle Multi-Asset Balanced Fund Aristotle Fund Series Trust | 27.9K | $3.5M | 0.51% | Jun 30, 2026 |
| Ocean Park Tactical Risk Spectrum 50 Fund Northern Lights Fund Trust | 22.4K | $2.8M | 1.05% | Jun 30, 2026 |
| Global Atlantic BlackRock Allocation Portfolio Forethought Variable Insurance Trust | 15.5K | $1.9M | 3.51% | Jun 30, 2026 |
| Aristotle Portfolio Optimization Aggressive Growth Fund Aristotle Funds Series Trust | 12.4K | $1.4M | 0.51% | Mar 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list EFG's shares (CUSIP 464288885), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming efg as client
No lobbying filings found naming EFG as the client.
Government Contracts
Federal awards to EFG · USAspending
No federal contract awards found for EFG.
U.S. Patents
Recent USPTO applications naming EFG
No USPTO patent applications found for EFG.
Annual Financials
From EFG's 10-K filings · XBRL
No annual XBRL figures on record for EFG. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
No stock splits in EFG's price history.
Material Events (8-K)
Corporate events filed with the SEC
No 8-K filings on record.
About EFG
From SEC EDGAR company records
No company profile on record.