Position in EVR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,779
+$2,361 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#615
of 703 holders
Holding Since
Mar 2020
26 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, 2026Tradewinds Capital Management, LLC holds $243,578 across 13 Capital Markets names. EVR ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
469 | $98,039 | |
| 2 | SCHW |
Schwab Charles Corp
|
623 | $57,484 | |
| 3 | MARA |
MARA Holdings, Inc.
|
1,503 | $20,876 | |
| 4 | EVR |
Evercore Inc.
This page
|
55 | $18,779 | |
| 5 | HUT |
Hut 8 Corp.
|
96 | $11,082 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
100 | $10,028 | |
| 7 | GS |
Goldman Sachs Group Inc
|
8 | $8,090 | |
| 8 | HIVE |
HIVE Digital Technologies Ltd.
|
1,704 | $6,202 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,779 | 55 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $16,418 | 55 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $18,713 | 55 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $18,552 | 55 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $14,851 | 55 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $10,984 | 55 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $15,245 | 55 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,933 | 55 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $11,463 | 55 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $10,592 | 55 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $9,407 | 55 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,583 | 55 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,797 | 55 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,345 | 55 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $5,999 | 55 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $4,523 | 55 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $5,148 | 55 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $6,122 | 55 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,471 | 55 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,351 | 55 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $7,742 | 55 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $7,245 | 55 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,030 | 55 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,600 | 55 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,240 | 55 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,533 | 55 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||