PDS Planning, Inc

Position in EVR — Evercore Inc.

CIK 838618 DUBLIN, OH

Position in EVR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$214,424

New position

Shares Held

628

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#549

of 703 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $4,974,062 across 6 Capital Markets names. EVR ranks #6 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,733	$1,752,704
2	MS	Morgan Stanley	6,927	$1,448,020
3	SCHW	Schwab Charles Corp	9,936	$916,794
4	NMR	Nomura Holdings Inc	40,652	$356,924
5	HOOD	Robinhood Markets, Inc.	2,844	$285,196
6	EVR	Evercore Inc. This page	628	$214,424

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,424	628	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.