Position in EVR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$444,554
+$55,894 QoQ
Shares Held
1,302
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#430
of 703 holders
Holding Since
Dec 2024
6 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, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $26,660,735 across 13 Capital Markets names. EVR ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,730 | $8,829,260 | |
| 2 | MS |
Morgan Stanley
|
32,291 | $6,750,110 | |
| 3 | SCHW |
Schwab Charles Corp
|
35,800 | $3,303,266 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
30,163 | $3,024,745 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
25,416 | $2,212,208 | |
| 6 | PIPR |
Piper Sandler Companies
|
7,436 | $537,920 | |
| 7 | EVR |
Evercore Inc.
This page
|
1,302 | $444,554 | |
| 8 | SF |
Stifel Financial Corp
|
4,799 | $334,826 |
All Filings in EVR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,554 | 1,302 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $388,660 | 1,302 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $299,420 | 880 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $296,841 | 880 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $237,617 | 880 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $260,558 | 940 | Shares | Sole | 2025-01-03 | |
| No filing history on record for this holder in this stock. | ||||||