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AXXCESS WEALTH MANAGEMENT, LLC → EVR
AXXCESS WEALTH MANAGEMENT, LLC EVR Position History
Evercore Inc. • Financial Services
Quarters held
6
Latest value
$4.9M
Q3 2026
Peak value
$14.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.8M |
| Q4 2025 | $14.1M |
| Q4 2025 | $7M |
| Q1 2026 | $6.1M |
| Q2 2026 | $6.7M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 18.9K | — | — |
| Q2 2026 | $6.7M | 19.5K | — | — |
| Q1 2026 | $6.1M | 20.3K | — | — |
| Q4 2025 | $7M | 20.6K | — | — |
| Q4 2025 | $14.1M | 41.4K | — | — |
| Q3 2025 | $6.8M | 20.2K | — | — |
Other funds holding EVR
$1.2B
$1.2B
$760.2M
$577.3M
$411.8M
$411.8M
$397.9M