APPLETON PARTNERS INC/MA

Position in EVR — Evercore Inc.

CIK 1055290 BOSTON, MA

Position in EVR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$11,001,879

+$1,471,948 QoQ

Shares Held

32,222

+0.9% QoQ

Ownership

0.084%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#134

of 703 holders

Holding Since

Dec 2024

7 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $46,474,652 across 4 Capital Markets names. EVR ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	139,249	$29,108,610
2	EVR	Evercore Inc. This page	32,222	$11,001,879
3	GS	Goldman Sachs Group Inc	5,090	$5,147,873
4	HLI	Houlihan Lokey, Inc.	9,068	$1,216,290

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,001,879	32,222	+0.9%	Shares	Sole	2026-07-21
2026-03-31	$9,529,931	31,925	+4.0%	Shares	Sole	2026-04-28
2025-12-31	$10,447,036	30,704	+0.2%	Shares	Sole	2026-01-09
2025-09-30	$10,334,810	30,638	+0.8%	Shares	Sole	2025-11-05
2025-06-30	$8,203,207	30,380	-13.1%	Shares	Sole	2025-07-22
2025-03-31	$6,985,606	34,977	+11.3%	Shares	Sole	2025-04-22
2024-12-31	$8,710,418	31,424	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.