Position in EVR
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,472,251
-$552,909 QoQ
Shares Held
4,932
-51.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
5 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $16,380,541 across 8 Capital Markets names. EVR ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,233 | $8,657,015 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
33,244 | $2,303,809 | |
| 3 | MS |
Morgan Stanley
|
13,541 | $2,228,442 | |
| 4 | EVR |
Evercore Inc.
This page
|
4,932 | $1,472,251 | |
| 5 | SCHW |
Schwab Charles Corp
|
10,824 | $1,017,239 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,229 | $350,709 | |
| 7 | WULF |
Terawulf Inc.
|
16,000 | $230,880 | |
| 8 | NMR |
Nomura Holdings Inc
|
15,234 | $120,196 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,472,251 | 4,932 | Shares | Sole | 2026-04-07 | |
| 2025-03-31 | $2,025,160 | 10,140 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,790,748 | 10,068 | Shares | Sole | 2025-01-24 | |
| 2021-12-31 | $3,081,349 | 22,682 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,119,724 | 23,339 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||