Position in EVR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,175,594
+$1,278,504 QoQ
Shares Held
29,802
-0.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#138
of 703 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $24,656,489 across 9 Capital Markets names. EVR ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
29,802 | $10,175,594 | |
| 2 | SF |
Stifel Financial Corp
|
68,358 | $4,769,337 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,678 | $3,719,818 | |
| 4 | MC |
Moelis & Co
|
43,848 | $2,868,536 | |
| 5 | MS |
Morgan Stanley
|
12,036 | $2,516,005 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,764 | $255,034 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
7,720 | $211,373 | |
| 8 | BGC |
BGC Group, Inc.
|
13,128 | $140,338 |
All Filings in EVR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,175,594 | 29,802 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $8,897,090 | 29,805 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,281,669 | 33,157 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,069,493 | 32,816 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,944,412 | 33,125 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,858,187 | 29,332 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,848,634 | 28,315 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,126,960 | 28,132 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,678,883 | 27,246 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,076,672 | 26,360 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,955,831 | 28,973 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,939,369 | 28,571 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,066,020 | 24,808 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,887,846 | 25,029 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,631,882 | 24,128 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,205,945 | 26,820 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,522,695 | 26,949 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,352,970 | 21,137 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,776,366 | 20,437 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,667,518 | 19,956 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,779,503 | 19,745 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,590,140 | 19,661 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,096,536 | 19,122 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,223,643 | 18,693 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||