Position in EVR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$474,943
New position
Shares Held
1,391
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#98
of 215 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Procyon Advisors, LLC holds $4,607,988 across 7 Capital Markets names. EVR ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
8,593 | $1,796,280 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,174 | $1,187,348 | |
| 3 | PJT |
PJT Partners Inc.
|
4,129 | $623,231 | |
| 4 | EVR |
Evercore Inc.
This page
|
1,391 | $474,943 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,833 | $261,400 | |
| 6 | BGC |
BGC Group, Inc.
|
15,405 | $164,679 | |
| 7 | ABTC |
American Bitcoin Corp.
|
147,000 | $100,107 |
All Filings in EVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,943 | 1,391 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||