Position in EVR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$987,103
+$124,111 QoQ
Shares Held
2,891
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#340
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SECURIAN ASSET MANAGEMENT, INC holds $24,651,161 across 9 Capital Markets names. EVR ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,839 | $7,928,129 | |
| 2 | MS |
Morgan Stanley
|
31,854 | $6,658,760 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,441 | $4,008,301 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,056 | $2,111,495 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
11,865 | $1,032,729 | |
| 6 | EVR |
Evercore Inc.
This page
|
2,891 | $987,103 | |
| 7 | SF |
Stifel Financial Corp
|
11,350 | $791,889 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
12,061 | $602,808 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,103 | 2,891 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $862,992 | 2,891 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $949,637 | 2,791 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $975,192 | 2,891 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $743,095 | 2,752 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $549,629 | 2,752 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $735,107 | 2,652 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $697,191 | 2,752 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $594,442 | 2,852 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $549,266 | 2,852 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $504,939 | 2,952 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $407,021 | 2,952 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $388,443 | 3,143 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $379,369 | 3,288 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $358,655 | 3,288 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $270,438 | 3,288 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $346,450 | 3,701 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $384,721 | 3,456 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $469,497 | 3,456 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $475,330 | 3,556 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $529,717 | 3,763 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $522,480 | 3,966 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $417,947 | 3,812 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $256,079 | 3,912 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $236,387 | 4,012 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $184,792 | 4,012 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||