Position in EVR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$412,800
+$90,111 QoQ
Shares Held
1,209
+11.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#439
of 703 holders
Holding Since
Jun 2025
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 Jun 30, 2026Wedmont Private Capital holds $14,854,086 across 10 Capital Markets names. EVR ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,942 | $6,009,560 | |
| 2 | MS |
Morgan Stanley
|
14,551 | $3,041,741 | |
| 3 | SCHW |
Schwab Charles Corp
|
18,745 | $1,729,601 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,047 | $1,609,193 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
8,125 | $707,200 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
8,389 | $499,732 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,554 | $437,730 | |
| 8 | EVR |
Evercore Inc.
This page
|
1,209 | $412,800 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,800 | 1,209 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $322,689 | 1,081 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $311,328 | 915 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $296,841 | 880 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $232,217 | 860 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||