Position in EVR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$304,564
+$48,443 QoQ
Shares Held
892
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#484
of 703 holders
Holding Since
Mar 2026
2 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $41,351,762 across 11 Capital Markets names. EVR ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
31,236 | $31,591,153 | |
| 2 | SCHW |
Schwab Charles Corp
|
52,332 | $4,828,673 | |
| 3 | MS |
Morgan Stanley
|
12,270 | $2,564,920 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,197 | $621,435 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
10,060 | $502,798 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
35,159 | $467,966 | |
| 7 | EVR |
Evercore Inc.
This page
|
892 | $304,564 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,646 | $228,348 |
All Filings in EVR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,564 | 892 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $256,121 | 858 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||