Position in EVR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$29,977,407
+$4,220,174 QoQ
Shares Held
87,797
+1.8% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#68
of 707 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. EVR ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,684,964 | $756,300,657 | |
| 2 | MS |
Morgan Stanley
|
2,836,822 | $593,009,270 | |
| 3 | GS |
Goldman Sachs Group Inc
|
341,329 | $345,209,910 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,741,997 | $253,004,061 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
864,507 | $86,692,761 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
2,669,062 | $73,078,916 | |
| 7 | SF |
Stifel Financial Corp
|
1,023,213 | $71,389,570 | |
| 8 | SNEX |
StoneX Group Inc.
|
677,814 | $53,547,305 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,977,407 | 87,797 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $25,757,233 | 86,286 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $28,743,979 | 84,479 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $29,720,252 | 88,107 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $38,616,099 | 143,012 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $28,869,325 | 144,549 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $47,240,937 | 170,428 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $41,539,653 | 163,968 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $37,346,487 | 179,180 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $25,140,698 | 130,540 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $21,774,493 | 127,299 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $17,738,399 | 128,651 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $16,375,179 | 132,496 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $16,329,039 | 141,524 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $15,298,469 | 140,250 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $11,559,250 | 140,538 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $14,938,283 | 159,580 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $16,683,527 | 149,870 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $23,049,125 | 169,666 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $35,786,265 | 267,721 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $35,742,065 | 253,904 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $23,753,644 | 180,307 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $16,513,976 | 150,620 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $14,643,991 | 223,709 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $11,108,364 | 188,533 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $7,795,516 | 169,247 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||