Position in EVR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$79,896
+$194 QoQ
Shares Held
234
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#576
of 703 holders
Holding Since
Mar 2022
18 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, 2026MassMutual Private Wealth & Trust, FSB holds $28,522,576 across 28 Capital Markets names. EVR ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
13,568 | $13,722,268 | |
| 2 | MS |
Morgan Stanley
|
64,118 | $13,403,226 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,482 | $690,364 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,184 | $219,011 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,056 | $91,914 | |
| 6 | EVR |
Evercore Inc.
This page
|
234 | $79,896 | |
| 7 | SF |
Stifel Financial Corp
|
662 | $46,187 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
606 | $36,099 |
All Filings in EVR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,896 | 234 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $79,702 | 267 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $82,000 | 241 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $81,968 | 243 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $65,614 | 243 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $48,132 | 241 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $41,301 | 149 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $30,147 | 119 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $19,592 | 94 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $24,073 | 125 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $21,210 | 124 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $14,753 | 107 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $12,359 | 100 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $11,999 | 104 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,454 | 50 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $5,346 | 65 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $6,646 | 71 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $667 | 6 | Shares | Sole | 2022-04-08 | |
| No filing history on record for this holder in this stock. | ||||||