Position in EVR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$207,974,176
-$78,139,300 QoQ
Shares Held
609,109
-36.4% QoQ
Ownership
1.58%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#13
of 707 holders
Holding Since
Jun 2023
13 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, 2026TD Asset Management Inc holds $1,606,707,582 across 18 Capital Markets names. EVR ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,073,338 | $433,410,575 | |
| 2 | GS |
Goldman Sachs Group Inc
|
315,620 | $319,208,599 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
3,651,927 | $317,863,726 | |
| 4 | EVR |
Evercore Inc.
This page
|
609,109 | $207,974,176 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
461,374 | $129,959,828 | |
| 6 | SCHW |
Schwab Charles Corp
|
695,595 | $64,182,550 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
576,563 | $57,817,737 | |
| 8 | TW |
Tradeweb Markets Inc.
|
396,224 | $39,487,683 |
All Filings in EVR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,974,176 | 609,109 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $286,113,476 | 958,472 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $413,310,521 | 1,214,726 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $398,866,057 | 1,182,456 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $257,978,997 | 955,407 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $116,510,855 | 583,371 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $265,084,280 | 956,327 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $267,965,318 | 1,057,730 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $214,783,154 | 1,030,481 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $155,439,003 | 807,098 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $17,136,644 | 100,185 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $15,672,819 | 113,670 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,867,886 | 87,935 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||