Position in EVR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$366,365
New position
Shares Held
1,073
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#463
of 703 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Proficio Capital Partners LLC holds $11,842,265 across 8 Capital Markets names. EVR ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,112 | $8,204,233 | |
| 2 | MS |
Morgan Stanley
|
8,753 | $1,829,727 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,549 | $696,546 | |
| 4 | EVR |
Evercore Inc.
This page
|
1,073 | $366,365 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,643 | $265,040 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
4,453 | $222,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,979 | $207,844 | |
| 8 | SLNH |
Soluna Holdings, Inc
|
37,000 | $49,950 |
All Filings in EVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,365 | 1,073 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||