Everest Financial Group LLC

Position in GS — Goldman Sachs Group Inc

CIK 2056391 MINNEAPOLIS, MN

Position in GS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,859,909

+$114,632 QoQ

Shares Held

1,839

-10.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,379

of 3,125 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everest Financial Group LLC holds $4,573,682 across 3 Capital Markets names. GS ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,839	$1,859,909
2	SCHW	Schwab Charles Corp	15,442	$1,424,833
3	MS	Morgan Stanley	6,166	$1,288,940

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,859,909	1,839	-10.9%	Shares	Sole	2026-08-10
2026-03-31	$1,745,277	2,063	+19.5%	Shares	Sole	2026-05-15
2025-12-31	$1,518,033	1,727	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.