Position in EVR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,659,056
+$1,147,104 QoQ
Shares Held
4,859
+62.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#293
of 703 holders
Holding Since
Mar 2023
5 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, 2026New York Life Investment Management LLC holds $119,559,779 across 9 Capital Markets names. EVR ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
41,091 | $41,558,204 | |
| 2 | MS |
Morgan Stanley
|
166,946 | $34,898,391 | |
| 3 | SCHW |
Schwab Charles Corp
|
243,914 | $22,505,944 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
110,111 | $11,041,931 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
62,198 | $5,413,713 | |
| 6 | EVR |
Evercore Inc.
This page
|
4,859 | $1,659,056 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
21,353 | $1,067,222 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
6,768 | $907,791 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,659,056 | 4,859 | Shares | Sole | 2026-08-10 | |
| 2023-12-31 | $511,952 | 2,993 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $424,808 | 3,081 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $441,463 | 3,572 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $486,903 | 4,220 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||