Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in EVR — Evercore Inc.
CIK 1510434
Seattle, WA
Position in EVR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$289,199
+$72,780 QoQ
Shares Held
847
+16.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#496
of 703 holders
Holding Since
Mar 2026
2 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $26,615,965 across 8 Capital Markets names. EVR ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
125,674 | $11,595,939 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
19,016 | $5,356,426 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,639 | $4,691,744 | |
| 4 | MS |
Morgan Stanley
|
16,660 | $3,482,606 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,289 | $808,514 | |
| 6 | EVR |
Evercore Inc.
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|
847 | $289,199 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
2,260 | $226,632 | |
| 8 | NMR |
Nomura Holdings Inc
|
18,782 | $164,905 |
All Filings in EVR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,199 | 847 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $216,419 | 725 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||