Position in EVR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$6,268
-$537 QoQ
Shares Held
21
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $512,359 across 25 Capital Markets names. EVR ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
261 | $220,803 | |
| 2 | MS |
Morgan Stanley
|
616 | $101,375 | |
| 3 | SCHW |
Schwab Charles Corp
|
588 | $55,260 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
136 | $40,912 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
203 | $29,154 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
261 | $18,087 | |
| 7 | WULF |
Terawulf Inc.
|
466 | $6,724 | |
| 8 | EVR |
Evercore Inc.
This page
|
21 | $6,268 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,268 | 21 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,805 | 20 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,083 | 21 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,860 | 18 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,797 | 9 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||