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Private Client Services, LLC

SEC CIK
0001457005
Latest filing
Jul 6, 2026

EVR holding history

Evercore Inc. in every 13F filed by Private Client Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVR overviewAll 13F holders of EVRFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2024
Holdings of EVR by Private Client Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,023−100.0%Sold outHolders
Q1 20261,023$305.4K0.1%−1,837−64.2%ReducedHolders
Q4 20252,860$973.1K0.3%−2,808−49.5%ReducedHolders
Q3 20255,668$1.91M0.6%+5,668NewHolders
Q2 20250$00.0%−6,095−100.0%Sold outHolders
Q1 20256,095$1.22M0.6%+854+16.3%AddedHolders
Q4 20245,241$1.45M0.8%+1,290+32.6%AddedHolders
Q3 20243,951$1.00M0.5%+3,951NewHolders