Position in EVR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,142,955
+$1,920,259 QoQ
Shares Held
9,205
+124.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#231
of 703 holders
Holding Since
Jun 2024
9 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, 2026GATEWAY INVESTMENT ADVISERS LLC holds $117,535,364 across 13 Capital Markets names. EVR ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
445,166 | $93,057,500 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
56,373 | $5,653,084 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,595 | $4,647,245 | |
| 4 | EVR |
Evercore Inc.
This page
|
9,205 | $3,142,955 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
54,210 | $2,709,415 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
6,591 | $1,856,552 | |
| 7 | SF |
Stifel Financial Corp
|
22,928 | $1,599,686 | |
| 8 | IREN |
IREN Ltd
|
34,515 | $1,578,370 |
All Filings in EVR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,142,955 | 9,205 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,222,696 | 4,096 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $451,171 | 1,326 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $354,186 | 1,050 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $283,521 | 1,050 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $217,694 | 1,090 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $244,204 | 881 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $223,192 | 881 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $304,933 | 1,463 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||