Position in EVR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$25,608
+$3,220 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#606
of 703 holders
Holding Since
Mar 2021
21 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, 2026SALEM INVESTMENT COUNSELORS INC holds $15,578,927 across 15 Capital Markets names. EVR ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,558 | $6,632,564 | |
| 2 | MS |
Morgan Stanley
|
31,273 | $6,537,307 | |
| 3 | SCHW |
Schwab Charles Corp
|
24,931 | $2,300,383 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
300 | $30,084 | |
| 5 | EVR |
Evercore Inc.
This page
|
75 | $25,608 | |
| 6 | SF |
Stifel Financial Corp
|
225 | $15,698 | |
| 7 | PIPR |
Piper Sandler Companies
|
208 | $15,046 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
225 | $14,091 |
All Filings in EVR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,608 | 75 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $22,388 | 75 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $25,299 | 75 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $20,251 | 75 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $14,979 | 75 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $20,789 | 75 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $19,000 | 75 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $15,632 | 75 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $14,444 | 75 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $12,828 | 75 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $10,341 | 75 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $9,269 | 75 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $8,653 | 75 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,181 | 75 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,168 | 75 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,020 | 75 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $8,349 | 75 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,188 | 75 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $10,025 | 75 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,557 | 75 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $9,880 | 75 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||