Position in EVR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,264,771
+$239,978 QoQ
Shares Held
6,633
-2.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#266
of 703 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $3,345,217 across 8 Capital Markets names. EVR ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
6,633 | $2,264,771 | |
| 2 | GS |
Goldman Sachs Group Inc
|
727 | $735,265 | |
| 3 | MS |
Morgan Stanley
|
1,198 | $250,429 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
932 | $46,581 | |
| 5 | SCHW |
Schwab Charles Corp
|
447 | $41,244 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
28 | $3,755 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
28 | $2,807 | |
| 8 | IREN |
IREN Ltd
|
8 | $365 |
All Filings in EVR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,264,771 | 6,633 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,024,793 | 6,783 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $2,350,447 | 6,908 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,376,418 | 7,045 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,902,290 | 7,045 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,407,026 | 7,045 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $2,008,241 | 7,245 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $1,835,447 | 7,245 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,510,074 | 7,245 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,414,572 | 7,345 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,410,306 | 8,245 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,154,054 | 8,370 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,096,242 | 8,870 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,023,419 | 8,870 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $978,447 | 8,970 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $737,782 | 8,970 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $863,083 | 9,220 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,082,029 | 9,720 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $1,609,822 | 11,850 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||