Everest Financial Group LLC

Position in MS — Morgan Stanley

CIK 2056391 MINNEAPOLIS, MN

Position in MS

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

Position Value

$1,288,940

+$263,505 QoQ

Shares Held

6,166

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,278

of 2,723 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. MS ranks #3 (28.2% of the industry book) .

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

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,288,940	6,166	-1.0%	Shares	Sole	2026-08-10
2026-03-31	$1,025,435	6,231	+2.7%	Shares	Sole	2026-05-15
2025-12-31	$1,076,896	6,066	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.