Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$581,472
+$249,828 QoQ
Shares Held
1,703
+53.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#402
of 703 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $8,722,008 across 22 Capital Markets names. EVR ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
18,097 | $3,782,996 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
7,860 | $684,134 | |
| 3 | EVR |
Evercore Inc.
This page
|
1,703 | $581,472 | |
| 4 | NMR |
Nomura Holdings Inc
|
57,831 | $507,756 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
4,868 | $488,163 | |
| 6 | SCHW |
Schwab Charles Corp
|
4,409 | $406,818 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
3,001 | $402,524 | |
| 8 | MC |
Moelis & Co
|
5,649 | $369,557 |
All Filings in EVR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,472 | 1,703 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $331,644 | 1,111 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $216,399 | 636 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $123,796 | 367 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $34,022 | 126 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $399 | 2 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||