Filings
Trends
Rankings
Learn
Home
/
Evercore Wealth Management, LLC
/
Q2 2025 Filing
Evercore Wealth Management, LLC
Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$6.4B
Holdings
406
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (406 positions)
#
Stock
Shares
Value
% Portfolio
Type
401
ROIV
ROIVANT SCIENCES LTD
10,000
$112.7M
1.75%
402
ETHM
DYNAMIX CORP
10,270
$104.8M
1.63%
403
BRBS
BLUE RIDGE BANKSHARES INC VA
20,000
$71.8M
1.12%
404
PLUN
PLUG POWER INC
20,000
$29.8M
0.46%
405
MGNX
MACROGENICS INC
17,543
$21.2M
0.33%
406
CHGG
CHEGG INC
13,688
$16.6M
0.26%
Previous
Page 5 of 5