Destination Wealth Management

Position in EVR — Evercore Inc.

CIK 1278573 WALNUT CREEK, CA

Position in EVR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$235,935

+$32,650 QoQ

Shares Held

691

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#534

of 703 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

Destination Wealth Management holds $7,719,928 across 5 Capital Markets names. EVR ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	41,976	$3,873,125
2	GS	Goldman Sachs Group Inc	1,637	$1,655,612
3	MS	Morgan Stanley	7,291	$1,524,110
4	PIPR	Piper Sandler Companies	5,960	$431,146
5	EVR	Evercore Inc. This page	691	$235,935

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,935	691	+1.5%	Shares	Sole	2026-08-14
2026-03-31	$203,285	681	+8.6%	Shares	Sole	2026-05-15
2025-12-31	$213,336	627	-17.0%	Shares	Sole	2026-02-13
2025-09-30	$254,676	755	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.