Position in EVR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,671,007
+$210,697 QoQ
Shares Held
4,894
+0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#291
of 703 holders
Holding Since
Mar 2022
18 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $8,410,197 across 8 Capital Markets names. EVR ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,888 | $1,909,466 | |
| 2 | EVR |
Evercore Inc.
This page
|
4,894 | $1,671,007 | |
| 3 | MS |
Morgan Stanley
|
7,661 | $1,601,455 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
13,620 | $1,365,813 | |
| 5 | SCHW |
Schwab Charles Corp
|
13,252 | $1,222,762 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
17,000 | $522,070 | |
| 7 | NMR |
Nomura Holdings Inc
|
12,226 | $107,344 | |
| 8 | DEFT |
Defi Technologies, Inc.
|
20,000 | $10,280 |
All Filings in EVR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,671,007 | 4,894 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,460,310 | 4,892 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,637,623 | 4,813 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,623,521 | 4,813 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,299,606 | 4,813 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $961,851 | 4,816 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,334,947 | 4,816 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,220,085 | 4,816 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,000,464 | 4,800 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $924,432 | 4,800 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $819,842 | 4,793 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $660,858 | 4,793 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $592,366 | 4,793 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $553,016 | 4,793 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $522,820 | 4,793 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $393,977 | 4,790 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $453,353 | 4,843 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $540,235 | 4,853 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||