Position in EVR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$192,230
+$26,259 QoQ
Shares Held
563
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#565
of 703 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $21,661,280 across 21 Capital Markets names. EVR ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,467 | $6,540,529 | |
| 2 | MS |
Morgan Stanley
|
24,947 | $5,214,920 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,007 | $3,968,255 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
36,376 | $3,166,167 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,967 | $1,680,784 | |
| 6 | LAZ |
Lazard, Inc.
|
8,424 | $353,302 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,323 | $333,230 | |
| 8 | EVR |
Evercore Inc.
This page
|
563 | $192,230 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,230 | 563 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $165,971 | 556 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $194,963 | 573 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $194,633 | 577 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $210,615 | 780 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $536,048 | 2,684 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $319,877 | 1,154 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,094,175 | 4,319 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $877,073 | 4,208 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $814,848 | 4,231 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $660,766 | 3,863 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $84,520 | 613 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $81,322 | 658 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $67,958 | 589 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $59,994 | 550 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $27,882 | 339 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $31,733 | 339 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $28,609 | 257 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $815 | 6 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,470 | 11 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,548 | 11 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,449 | 11 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,206 | 11 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $720 | 11 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $648 | 11 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||