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Livermore
Livermore
ZHEN

Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

EVR holding history

Evercore Inc. in every 13F filed by Centric Wealth Management, 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)
14,764
Value
$4.71M
% of portfolio
0.7%
Quarters held
16
Since Q3 2022
Holdings of EVR by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,764$4.71M0.7%00.0%UnchangedHolders
Q1 202614,764$4.71M0.9%−76−0.5%ReducedHolders
Q4 202514,840$5.26M1.1%−507−3.3%ReducedHolders
Q3 202515,347$4.52M1.0%−192−1.2%ReducedHolders
Q2 202515,539$4.60M1.1%+236+1.5%AddedHolders
Q1 202515,303$3.06M0.8%+440+3.0%AddedHolders
Q4 202414,863$4.12M1.1%−197−1.3%ReducedHolders
Q3 202415,060$4.76M1.3%−348−2.3%ReducedHolders
Q2 202415,408$3.84M1.1%+222+1.5%AddedHolders
Q1 202415,186$2.76M0.9%+602+4.1%AddedHolders
Q4 202314,584$2.55M0.8%+628+4.5%AddedHolders
Q3 202313,956$1.92M0.8%+324+2.4%AddedHolders
Q2 202313,632$1.65M0.7%+569+4.4%AddedHolders
Q1 202313,063$1.51M0.7%−686−5.0%ReducedHolders
Q4 202213,749$1.50M0.8%−172−1.2%ReducedHolders
Q3 202213,921$1.15M0.5%+13,921NewHolders