Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,087,486
+$147,777 QoQ
Shares Held
3,185
+1.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#328
of 703 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $30,289,846 across 12 Capital Markets names. EVR ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
55,625 | $11,627,850 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,407 | $8,502,587 | |
| 3 | SCHW |
Schwab Charles Corp
|
28,285 | $2,609,856 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
19,217 | $1,927,080 | |
| 5 | SF |
Stifel Financial Corp
|
19,058 | $1,329,676 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
14,180 | $1,234,227 | |
| 7 | EVR |
Evercore Inc.
This page
|
3,185 | $1,087,486 | |
| 8 | NMR |
Nomura Holdings Inc
|
63,043 | $553,516 |
All Filings in EVR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087,486 | 3,185 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $939,709 | 3,148 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,101,389 | 3,237 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,017,694 | 3,017 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $766,856 | 2,840 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $560,414 | 2,806 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $770,311 | 2,779 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $709,098 | 2,799 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $581,728 | 2,791 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $536,363 | 2,785 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $475,347 | 2,779 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $365,244 | 2,649 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $330,479 | 2,674 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $308,526 | 2,674 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $287,753 | 2,638 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $253,495 | 2,708 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $290,211 | 2,607 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $347,776 | 2,560 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||