FLAGSHIP HARBOR ADVISORS, LLC

Position in EVR — Evercore Inc.

CIK 1691766 BOSTON, MA

Position in EVR

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$793,848

+$201,008 QoQ

Shares Held

2,325

+17.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#362

of 703 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $4,357,037 across 5 Capital Markets names. EVR ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,819	$1,839,682
2	MS	Morgan Stanley	4,772	$997,538
3	EVR	Evercore Inc. This page	2,325	$793,848
4	HOOD	Robinhood Markets, Inc.	5,217	$523,160
5	SCHW	Schwab Charles Corp	2,198	$202,809

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$793,848	2,325	+17.1%	Shares	Sole	2026-07-22
2026-03-31	$592,840	1,986	0.0%	Shares	Sole	2026-04-28
2025-09-30	$669,917	1,986	-7.3%	Shares	Sole	2025-11-05
2025-06-30	$578,382	2,142	+20.5%	Shares	Sole	2025-08-04
2025-03-31	$354,902	1,777	-2.3%	Shares	Sole	2025-04-22
2024-12-31	$503,931	1,818	-12.3%	Shares	Sole	2025-01-21
2024-09-30	$525,173	2,073	-0.5%	Shares	Sole	2024-10-21
2024-06-30	$434,368	2,084	-3.0%	Shares	Sole	2025-12-02
2024-03-31	$413,875	2,149	-0.4%	Shares	Sole	2024-04-16
2023-12-31	$368,954	2,157	-13.1%	Shares	Sole	2024-01-10
2023-09-30	$342,356	2,483	-4.1%	Shares	Sole	2023-10-17
2023-06-30	$319,850	2,588	-4.6%	Shares	Sole	2023-07-11
2023-03-31	$312,910	2,712	-1.5%	Shares	Sole	2023-04-12
2022-12-31	$300,188	2,752	-17.3%	Shares	Sole	2023-01-13
2022-09-30	$273,563	3,326	0.0%	Shares	Sole	2022-10-13
2022-06-30	$311,346	3,326	-11.6%	Shares	Sole	2022-07-13
2022-03-31	$418,674	3,761	+6.7%	Shares	Sole	2022-04-13
2021-12-31	$478,735	3,524	-15.0%	Shares	Sole	2022-02-17
2021-09-30	$553,928	4,144	0.0%	Shares	Sole	2021-11-01
2021-06-30	$583,350	4,144	-3.4%	Shares	Sole	2021-07-26
2021-03-31	$565,032	4,289	+271.7%	Shares	Sole	2021-05-03
2020-09-30	$75,540	1,154	-22.8%	Shares	Sole	2020-10-13
2020-06-30	$88,026	1,494	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.