Position in EVR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$56,337
+$7,083 QoQ
Shares Held
165
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#105
of 144 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cedar Mountain Advisors, LLC holds $418,993 across 15 Capital Markets names. EVR ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
832 | $173,921 | |
| 2 | GS |
Goldman Sachs Group Inc
|
71 | $71,807 | |
| 3 | SCHW |
Schwab Charles Corp
|
617 | $56,930 | |
| 4 | EVR |
Evercore Inc.
This page
|
165 | $56,337 | |
| 5 | SF |
Stifel Financial Corp
|
337 | $23,512 | |
| 6 | MC |
Moelis & Co
|
220 | $14,392 | |
| 7 | XP |
XP Inc.
|
424 | $6,894 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
158 | $5,871 |
All Filings in EVR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,337 | 165 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $49,254 | 165 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||