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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.