Position in EVR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$404,259
+$70,830 QoQ
Shares Held
1,184
+6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#444
of 703 holders
Holding Since
Dec 2021
18 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, 2026AE Wealth Management LLC holds $118,563,205 across 13 Capital Markets names. EVR ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
290,836 | $60,796,319 | |
| 2 | GS |
Goldman Sachs Group Inc
|
48,574 | $49,126,251 | |
| 3 | SCHW |
Schwab Charles Corp
|
42,736 | $3,943,234 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
16,014 | $1,393,850 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
8,640 | $866,407 | |
| 6 | MC |
Moelis & Co
|
6,707 | $438,755 | |
| 7 | MARA |
MARA Holdings, Inc.
|
30,142 | $418,663 | |
| 8 | EVR |
Evercore Inc.
This page
|
1,184 | $404,259 |
All Filings in EVR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,259 | 1,184 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $333,429 | 1,117 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $398,769 | 1,172 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $550,161 | 1,631 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $575,948 | 2,133 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $12,755,696 | 63,868 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $14,824,382 | 53,481 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $11,766,619 | 46,446 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $8,335,729 | 39,993 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $8,335,667 | 43,282 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $6,441,743 | 37,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,088,649 | 22,401 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,701,216 | 13,765 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,144,684 | 9,921 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,548,063 | 14,192 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,187,936 | 14,443 | Shares | Sole | 2022-10-25 | |
| 2022-03-31 | $344,090 | 3,091 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $301,722 | 2,221 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||