Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$245,836
-$267,601 QoQ
Shares Held
720
-58.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#525
of 703 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Evercore Wealth Management, LLC holds $235,466,466 across 6 Capital Markets names. EVR ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,088,168 | $227,470,637 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,984 | $5,040,668 | |
| 3 | SCHW |
Schwab Charles Corp
|
16,285 | $1,502,616 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,071 | $608,799 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
11,963 | $597,910 | |
| 6 | EVR |
Evercore Inc.
This page
|
720 | $245,836 |
All Filings in EVR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,836 | 720 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $513,437 | 1,720 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $585,230 | 1,720 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $580,190 | 1,720 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $464,434 | 1,720 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $343,518 | 1,720 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $476,766 | 1,720 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $435,744 | 1,720 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $358,499 | 1,720 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $340,306 | 1,767 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $302,245 | 1,767 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $243,633 | 1,767 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $218,383 | 1,767 | Shares | Sole | 2023-08-04 | |
| 2021-12-31 | $217,360 | 1,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $213,872 | 1,600 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $226,639 | 1,610 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $594,279 | 4,511 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $600,936 | 5,481 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||