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Abundance Wealth Counselors

Position in EVR — Evercore Inc.

CIK 1767080 STATE COLLEGE, PA

Position in EVR

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$219,887
New position
Shares Held
644
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#544
of 703 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Abundance Wealth Counselors holds $1,152,392 across 3 Capital Markets names. EVR ranks #3 (19.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EVR
Evercore Inc.
This page
644 $219,887

All Filings in EVR

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $219,887 644