Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$34,075,370
+$4,093,922 QoQ
Shares Held
99,799
-0.6% QoQ
Ownership
0.260%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#61
of 706 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RHUMBLINE ADVISERS holds $1,749,944,472 across 49 Capital Markets names. EVR ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
485,235 | $490,752,121 | |
| 2 | MS |
Morgan Stanley
|
2,093,599 | $437,645,934 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,784,184 | $256,896,657 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,403,952 | $140,788,306 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
761,578 | $66,287,749 | |
| 6 | EVR |
Evercore Inc.
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|
99,799 | $34,075,370 | |
| 7 | SF |
Stifel Financial Corp
|
389,273 | $27,159,577 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
92,497 | $26,054,554 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,075,370 | 99,799 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $29,981,448 | 100,437 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $33,559,197 | 98,631 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,563,677 | 99,501 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $26,049,909 | 96,474 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,178,312 | 96,026 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $26,936,769 | 97,178 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $24,567,139 | 96,973 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,683,967 | 99,237 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $19,108,394 | 99,218 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $17,666,557 | 103,283 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $14,900,415 | 108,068 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,494,297 | 109,186 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,506,961 | 108,398 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,947,968 | 109,534 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,693,825 | 105,700 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $10,408,870 | 111,194 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,981,384 | 98,647 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,801,680 | 101,595 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $13,700,506 | 102,495 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,347,026 | 109,022 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $14,796,641 | 112,317 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $12,214,663 | 111,407 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,137,169 | 109,031 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,587,373 | 111,802 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,991,568 | 108,371 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||