Everest Financial Group LLC
Position in PSLV — Sprott Physical Silver Trust
CIK 2056391
MINNEAPOLIS, MN
Position in PSLV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,608,856
New position
Shares Held
188,965
first reported quarter
Ownership
0.030%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Everest Financial Group LLC holds $2,468,755 across 6 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
742 | $713,477 | |
| 2 | FSK |
FS KKR Capital Corp
|
45,539 | $478,159 | |
| 3 | BX |
Blackstone Inc.
|
4,015 | $472,445 | |
| 4 | PTY |
Pimco Corporate & Income Opportunity Fund
|
34,302 | $412,653 | |
| 5 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
12,275 | $279,256 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
10,374 | $112,765 |
All Filings in PSLV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,608,856 | 188,965 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||