Position in EVR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,666,382
New position
Shares Held
10,738
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#34
of 215 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 93%
Shared 0%
None 7%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $84,890,976 across 20 Capital Markets names. EVR ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
33,571 | $33,952,702 | |
| 2 | MS |
Morgan Stanley
|
119,174 | $24,912,132 | |
| 3 | SNEX |
StoneX Group Inc.
|
106,259 | $12,591,691 | |
| 4 | SCHW |
Schwab Charles Corp
|
41,677 | $3,845,536 | |
| 5 | EVR |
Evercore Inc.
This page
|
10,738 | $3,666,382 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
50,834 | $1,389,801 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
9,814 | $854,210 | |
| 8 | IREN |
IREN Ltd
|
17,798 | $813,902 |
All Filings in EVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,666,382 | 10,738 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||