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Everest Financial Group’s Wells Fargo WFC Stock Holding History

Everest Financial Group’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$722K Buy
8,743
+239
+3% +$19.2K 0.1% 115
2026
Q1 		$677K Buy
8,504
+4,959
+140% +$426K 0.11% 111
2025
Q4 		$330K Buy
+3,545
New +$308K 0.07% 73

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Everest Financial Group's WFC Position: Q2 2026 in Review

Everest Financial Group increased its Wells Fargo (WFC) stake by 2.8% in Q2 2026, buying an estimated $19.2K and bringing the position to 8,743 shares worth $722K. The position accounts for 0.1% of the portfolio, ranked #115.

Everest Financial Group first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,847 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Everest Financial Group held 8,743 shares of Wells Fargo worth $722K as of Q2 2026.
  • Everest Financial Group bought 239 Wells Fargo shares in Q2 2026, an estimated $19.2K.
  • Wells Fargo made up 0.1% of Everest Financial Group's portfolio in Q2 2026, its #115 holding.
  • Everest Financial Group first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,847 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.