Position in EVR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,766,269
+$243,271 QoQ
Shares Held
5,173
+1.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#37
of 167 holders
Holding Since
Jun 2021
21 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $14,240,726 across 7 Capital Markets names. EVR ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,518 | $7,603,479 | |
| 2 | MS |
Morgan Stanley
|
11,299 | $2,361,942 | |
| 3 | EVR |
Evercore Inc.
This page
|
5,173 | $1,766,269 | |
| 4 | GOLD |
Gold.com, Inc.
|
36,825 | $1,532,288 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,972 | $555,472 | |
| 6 | IREN |
IREN Ltd
|
4,690 | $214,473 | |
| 7 | MRX |
Marex Group Ltd
|
3,393 | $206,803 |
All Filings in EVR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,766,269 | 5,173 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,522,998 | 5,102 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,619,590 | 4,760 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,596,872 | 4,734 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,272,334 | 4,712 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,511,081 | 7,566 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,032,079 | 7,331 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,812,901 | 7,156 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,426,078 | 6,842 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,315,582 | 6,831 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $991,234 | 5,795 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $787,984 | 5,715 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $673,689 | 5,451 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $626,974 | 5,434 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $569,506 | 5,221 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,204,633 | 14,646 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,380,560 | 14,748 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,599,445 | 14,368 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,169,388 | 15,969 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,063,463 | 15,437 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,064,955 | 14,669 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||