Position in EVR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$377,291
+$93,110 QoQ
Shares Held
1,105
+16.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#459
of 706 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $19,164,412 across 7 Capital Markets names. EVR ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,504 | $10,623,430 | |
| 2 | MS |
Morgan Stanley
|
23,231 | $4,856,208 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,731 | $1,359,229 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,194 | $1,122,534 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,477 | $563,758 | |
| 6 | EVR |
Evercore Inc.
This page
|
1,105 | $377,291 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
930 | $261,962 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,291 | 1,105 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $284,181 | 952 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $322,897 | 949 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $343,054 | 1,017 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $254,358 | 942 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||