Centric Wealth Management

Position in EVR — Evercore Inc.

CIK 1752761 CHICAGO, IL

Position in EVR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,041,020

+$633,819 QoQ

Shares Held

14,764

0.0% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#195

of 703 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Centric Wealth Management holds $6,816,849 across 3 Capital Markets names. EVR ranks #1 (73.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc. This page	14,764	$5,041,020
2	HOOD	Robinhood Markets, Inc.	10,000	$1,002,800
3	MS	Morgan Stanley	3,698	$773,029

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,041,020	14,764	0.0%	Shares	Sole	2026-08-06
2026-03-31	$4,407,201	14,764	-0.5%	Shares	Sole	2026-05-12
2025-12-31	$5,049,310	14,840	-3.3%	Shares	Sole	2026-02-04
2025-09-30	$5,176,850	15,347	-1.2%	Shares	Sole	2025-11-04
2025-06-30	$4,195,840	15,539	+1.5%	Shares	Sole	2025-08-12
2025-03-31	$3,056,315	15,303	+3.0%	Shares	Sole	2025-05-15
2024-12-31	$4,119,874	14,863	-1.3%	Shares	Sole	2025-02-12
2024-09-30	$3,815,300	15,060	-2.3%	Shares	Sole	2024-11-14
2024-06-30	$3,211,489	15,408	+1.5%	Shares	Sole	2024-08-13
2024-03-31	$2,924,671	15,186	+4.1%	Shares	Sole	2024-05-01
2023-12-31	$2,494,593	14,584	+4.5%	Shares	Sole	2024-02-06
2023-09-30	$1,924,253	13,956	+2.4%	Shares	Sole	2023-11-06
2023-06-30	$1,684,778	13,632	+4.4%	Shares	Sole	2023-08-15
2023-03-31	$1,507,208	13,063	-5.0%	Shares	Sole	2023-05-02
2022-12-31	$1,499,740	13,749	-1.2%	Shares	Sole	2023-01-04
2022-09-30	$1,145,002	13,921	—	Shares	Sole	2022-10-05
No filing history on record for this holder in this stock.