Position in EVR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,658,080
+$592,656 QoQ
Shares Held
19,500
-4.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#172
of 703 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $70,241,807 across 10 Capital Markets names. EVR ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
1,000,059 | $24,701,457 | |
| 2 | MS |
Morgan Stanley
|
77,827 | $16,268,956 | |
| 3 | GS |
Goldman Sachs Group Inc
|
13,250 | $13,400,652 | |
| 4 | EVR |
Evercore Inc.
This page
|
19,500 | $6,658,080 | |
| 5 | SNEX |
StoneX Group Inc.
|
37,720 | $4,469,879 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
21,649 | $2,170,961 | |
| 7 | SCHW |
Schwab Charles Corp
|
11,497 | $1,060,828 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
12,180 | $1,060,147 |
All Filings in EVR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,658,080 | 19,500 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,065,424 | 20,319 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,023,440 | 20,642 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $6,812,177 | 20,195 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,157,922 | 19,102 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,710,198 | 18,577 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $220,088 | 794 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||