Everest Financial Group LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2056391 MINNEAPOLIS, MN

Position in WFC

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

Position Value

$722,521

+$45,518 QoQ

Shares Held

8,743

+2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,559

of 2,859 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 $7,719,523 across 4 Banks - Diversified names. WFC ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,142	$4,629,100
2	C	Citigroup Inc	8,720	$1,220,451
3	HSBC	Hsbc Holdings PLC	12,067	$1,147,451
4	WFC	Wells Fargo & Company/Mn This page	8,743	$722,521

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$722,521	8,743	+2.8%	Shares	Sole	2026-08-10
2026-03-31	$677,003	8,504	+139.9%	Shares	Sole	2026-05-15
2025-12-31	$330,394	3,545	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.