Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$432,945
+$54,435 QoQ
Shares Held
1,268
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#433
of 703 holders
Holding Since
Dec 2020
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, 2026SHELTON CAPITAL MANAGEMENT holds $37,501,716 across 14 Capital Markets names. EVR ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,334 | $24,610,677 | |
| 2 | MS |
Morgan Stanley
|
36,863 | $7,705,841 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,375 | $1,049,571 | |
| 4 | ETOR |
eToro Group Ltd.
|
24,618 | $971,672 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,650 | $566,582 | |
| 6 | BTGO |
Bitgo Holdings, Inc.
|
100,000 | $518,000 | |
| 7 | EVR |
Evercore Inc.
This page
|
1,268 | $432,945 | |
| 8 | SF |
Stifel Financial Corp
|
4,946 | $345,082 |
All Filings in EVR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,945 | 1,268 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $378,510 | 1,268 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $431,437 | 1,268 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $427,721 | 1,268 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $342,385 | 1,268 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $261,433 | 1,309 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $372,820 | 1,345 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $354,929 | 1,401 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $301,598 | 1,447 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $293,892 | 1,526 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $261,022 | 1,526 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $242,806 | 1,761 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $217,641 | 1,761 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $212,760 | 1,844 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $201,143 | 1,844 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $233,883 | 2,101 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $285,420 | 2,101 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $314,792 | 2,355 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $331,513 | 2,355 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $310,247 | 2,355 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $258,202 | 2,355 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||