Wells Fargo’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.12M | Sell |
6,483
-5,686
| -47% | -$1.87M | ﹤0.01% | 3224 |
|
|
2025
Q4 | $4.13M | Sell |
12,169
-3,295
| -21% | -$1.09M | ﹤0.01% | 2860 |
|
|
2025
Q3 | $5.42M | Sell |
15,464
-1,020
| -6% | -$344K | ﹤0.01% | 2497 |
|
|
2025
Q2 | $5.6M | Sell |
16,484
-2,512
| -13% | -$867K | ﹤0.01% | 2387 |
|
|
2025
Q1 | $6.9M | Buy |
18,996
+603
| +3% | +$213K | ﹤0.01% | 2160 |
|
|
2024
Q4 | $6.67M | Buy |
18,393
+7,372
| +67% | +$2.76M | ﹤0.01% | 2215 |
|
|
2024
Q3 | $4.32M | Sell |
11,021
-13,819
| -56% | -$5.26M | ﹤0.01% | 2461 |
|
|
2024
Q2 | $9.46M | Sell |
24,840
-10,312
| -29% | -$3.9M | ﹤0.01% | 1780 |
|
|
2024
Q1 | $14M | Sell |
35,152
-20,172
| -36% | -$7.56M | ﹤0.01% | 1477 |
|
|
2023
Q4 | $19.6M | Buy |
55,324
+36,939
| +201% | +$14.3M | 0.01% | 1207 |
|
|
2023
Q3 | $6.83M | Buy |
18,385
+6,223
| +51% | +$2.26M | ﹤0.01% | 1878 |
|
|
2023
Q2 | $4.16M | Sell |
12,162
-399
| -3% | -$144K | ﹤0.01% | 2302 |
|
|
2023
Q1 | $4.5M | Buy |
12,561
+3,729
| +42% | +$1.34M | ﹤0.01% | 2203 |
|
|
2022
Q4 | $2.93M | Sell |
8,832
-2,197
| -20% | -$685K | ﹤0.01% | 2477 |
|
|
2022
Q3 | $2.9M | Sell |
11,029
-1,153
| -9% | -$312K | ﹤0.01% | 2422 |
|
|
2022
Q2 | $3.42M | Sell |
12,182
-12,600
| -51% | -$3.56M | ﹤0.01% | 2378 |
|
|
2022
Q1 | $7.47M | Sell |
24,782
-4,581
| -16% | -$1.32M | ﹤0.01% | 2090 |
|
|
2021
Q4 | $8.04M | Sell |
29,363
-25,072
| -46% | -$6.78M | ﹤0.01% | 2056 |
|
|
2021
Q3 | $13.7M | Buy |
54,435
+31,382
| +136% | +$8.05M | ﹤0.01% | 1957 |
|
|
2021
Q2 | $5.81M | Buy |
23,053
+1,297
| +6% | +$338K | ﹤0.01% | 2729 |
|
|
2021
Q1 | $5.39M | Sell |
21,756
-73,670
| -77% | -$17.5M | ﹤0.01% | 2777 |
|
|
2020
Q4 | $22.3M | Sell |
95,426
-3,985
| -4% | -$880K | 0.01% | 1486 |
|
|
2020
Q3 | $19.6M | Sell |
99,411
-20,651
| -17% | -$4.42M | 0.01% | 1427 |
|
|
2020
Q2 | $24.8M | Sell |
120,062
-4,445
| -4% | -$866K | 0.01% | 1229 |
|
|
2020
Q1 | $24M | Sell |
124,507
-116,482
| -48% | -$29.7M | 0.01% | 1144 |
|
|
2019
Q4 | $66.7M | Sell |
240,989
-39,909
| -14% | -$10.5M | 0.02% | 783 |
|
|
2019
Q3 | $74.7M | Buy |
280,898
+41,258
| +17% | +$10.4M | 0.02% | 715 |
|
|
2019
Q2 | $59.2M | Buy |
239,640
+131,997
| +123% | +$31.7M | 0.02% | 835 |
|
|
2019
Q1 | $23.2M | Sell |
107,643
-190,790
| -64% | -$41.5M | 0.01% | 1352 |
|
|
2018
Q4 | $65M | Sell |
298,433
-42,628
| -12% | -$9.29M | 0.02% | 691 |
|
|
2018
Q3 | $77.9M | Sell |
341,061
-33,507
| -9% | -$7.5M | 0.02% | 697 |
|
|
2018
Q2 | $86.3M | Buy |
374,568
+99,002
| +36% | +$23.2M | 0.03% | 635 |
|
|
2018
Q1 | $70.8M | Sell |
275,566
-22,784
| -8% | -$5.47M | 0.02% | 729 |
|
|
2017
Q4 | $66M | Sell |
298,350
-270,127
| -48% | -$60.9M | 0.02% | 745 |
|
|
2017
Q3 | $130M | Sell |
568,477
-92,398
| -14% | -$23.3M | 0.04% | 451 |
|
|
2017
Q2 | $168M | Buy |
660,875
+29,268
| +5% | +$7.22M | 0.05% | 357 |
|
|
2017
Q1 | $148M | Buy |
631,607
+84,185
| +15% | +$19.2M | 0.05% | 397 |
|
|
2016
Q4 | $118M | Buy |
547,422
+510,167
| +1,369% | +$105M | 0.04% | 448 |
|
|
2016
Q3 | $7.08M | Sell |
37,255
-3,071
| -8% | -$577K | ﹤0.01% | 2006 |
|
|
2016
Q2 | $7.37M | Sell |
40,326
-30,676
| -43% | -$5.64M | ﹤0.01% | 2045 |
|
|
2016
Q1 | $14M | Sell |
71,002
-7,400
| -9% | -$1.37M | 0.01% | 1525 |
|
|
2015
Q4 | $14.4M | Sell |
78,402
-14,439
| -16% | -$2.62M | 0.01% | 1548 |
|
|
2015
Q3 | $16.1M | Buy |
92,841
+4,749
| +5% | +$859K | 0.01% | 1431 |
|
|
2015
Q2 | $16M | Buy |
88,092
+28,263
| +47% | +$5.14M | 0.01% | 1534 |
|
|
2015
Q1 | $10.4M | Sell |
59,829
-3,999
| -6% | -$703K | ﹤0.01% | 1841 |
|
|
2014
Q4 | $10.9M | Sell |
63,828
-3,849
| -6% | -$650K | ﹤0.01% | 1762 |
|
|
2014
Q3 | $11M | Sell |
67,677
-14,277
| -17% | -$2.31M | ﹤0.01% | 1688 |
|
|
2014
Q2 | $13.2M | Sell |
81,954
-28,436
| -26% | -$4.5M | 0.01% | 1603 |
|
|
2014
Q1 | $16.9M | Sell |
110,390
-53
| -0% | -$7.83K | 0.01% | 1383 |
|
|
2013
Q4 | $17.2M | Sell |
110,443
-30,481
| -22% | -$4.65M | 0.01% | 1331 |
|
|
2013
Q3 | $20.5M | Buy |
140,924
+57,241
| +68% | +$7.76M | 0.01% | 1185 |
|
|
2013
Q2 | $10.7M | Buy |
+83,683
| New | +$10.8M | 0.01% | 1539 |
|
Other funds holding EG
VCM
VPM
VVP
Wells Fargo's EG Position: Q1 2026 in Review
Wells Fargo reduced its Everest Group (EG) stake by 47% in Q1 2026, selling an estimated $1.87M and leaving 6,483 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3224.
Wells Fargo first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $168M in Q2 2017. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.
- Wells Fargo held 6,483 shares of Everest Group worth $2.12M as of Q1 2026.
- Wells Fargo sold 5,686 Everest Group shares in Q1 2026, an estimated $1.87M.
- Everest Group made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3224 holding.
- Wells Fargo first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's Everest Group position peaked at $168M in Q2 2017.
- 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.