Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,293,313
+$1,124,886 QoQ
Shares Held
27,218
-0.5% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 703 holders
Holding Since
Mar 2020
26 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, 2026CANADA LIFE ASSURANCE Co holds $626,111,245 across 18 Capital Markets names. EVR ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
206,096 | $208,439,311 | |
| 2 | MS |
Morgan Stanley
|
836,491 | $174,860,078 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,405,742 | $129,707,814 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
543,013 | $47,263,851 | |
| 5 | EVR |
Evercore Inc.
This page
|
27,218 | $9,293,313 | |
| 6 | SF |
Stifel Financial Corp
|
107,240 | $7,482,134 | |
| 7 | SNEX |
StoneX Group Inc.
|
85,248 | $6,734,592 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
23,358 | $6,579,481 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,293,313 | 27,218 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,168,427 | 27,364 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,163,613 | 26,932 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,101,047 | 29,945 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,684,229 | 28,458 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,830,026 | 29,191 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,509,455 | 30,699 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,432,421 | 33,285 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,263,321 | 30,050 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,661,448 | 24,204 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,981,359 | 23,276 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,013,548 | 29,109 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,445,071 | 27,875 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,532,243 | 30,614 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,411,258 | 31,273 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,219,105 | 26,980 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,525,223 | 26,976 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,567,150 | 23,061 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,866,706 | 21,102 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,656,691 | 19,875 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,402,240 | 17,065 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,252,227 | 17,096 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,959,595 | 17,873 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,296,828 | 19,811 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $1,246,982 | 21,164 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $973,432 | 21,134 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||