Position in EVR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$513,867
+$27,296 QoQ
Shares Held
1,505
-7.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#414
of 703 holders
Holding Since
Sep 2025
4 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, 2026Precision Wealth Strategies, LLC holds $5,477,257 across 6 Capital Markets names. EVR ranks #6 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
22,674 | $1,350,690 | |
| 2 | GOLD |
Gold.com, Inc.
|
27,628 | $1,149,601 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
11,266 | $980,592 | |
| 4 | GS |
Goldman Sachs Group Inc
|
856 | $865,732 | |
| 5 | OPY |
Oppenheimer Holdings Inc
|
5,844 | $616,775 | |
| 6 | EVR |
Evercore Inc.
This page
|
1,505 | $513,867 |
All Filings in EVR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,867 | 1,505 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $486,571 | 1,630 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $531,130 | 1,561 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $686,783 | 2,036 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||