Position in EVR
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$653,436
-$35,228 QoQ
Shares Held
2,189
+8.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,792,966 across 9 Capital Markets names. EVR ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,150 | $2,664,863 | |
| 2 | MS |
Morgan Stanley
|
8,354 | $1,374,814 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,234 | $1,149,748 | |
| 4 | EVR |
Evercore Inc.
This page
|
2,189 | $653,436 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
7,656 | $513,484 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
2,815 | $464,415 | |
| 7 | SF |
Stifel Financial Corp
|
5,910 | $436,864 | |
| 8 | CLSK |
Cleanspark, Inc.
|
35,742 | $304,163 |
All Filings in EVR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $653,436 | 2,189 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $688,664 | 2,024 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $685,432 | 2,032 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $601,332 | 2,227 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $308,565 | 1,545 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $414,674 | 1,496 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $378,994 | 1,496 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $311,393 | 1,494 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $265,389 | 1,378 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $240,325 | 1,405 | Shares | Other | 2024-02-09 | |
| 2022-03-31 | $213,177 | 1,915 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $237,058 | 1,745 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||