Wells Fargo
EG icon

Wells Fargo’s Everest Group EG Stock Holding History

Wells Fargo’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,100
Closed -$405K – 6425
2019
Q3 		$405K Hold
6,100
– – ﹤0.01% 4514
2019
Q2 		$297K Buy
+6,100
New +$1.46M ﹤0.01% 4737

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wells Fargo's EG Position: Q2 2026 in Review

Wells Fargo increased its Everest Group (EG) stake by 8.1% in Q2 2026, buying an estimated $179K and bringing the position to 7,005 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3401.

Wells Fargo first reported a position in EG in Q2 2013 and has held it in 53 quarters since. The position peaked at $168M in Q2 2017. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Wells Fargo held 7,005 shares of Everest Group worth $2.5M as of Q2 2026.
  • Wells Fargo bought 522 Everest Group shares in Q2 2026, an estimated $179K.
  • Everest Group made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3401 holding.
  • Wells Fargo first reported a position in Everest Group in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's Everest Group position peaked at $168M in Q2 2017.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.