Position in EVR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,065,183
+$486,348 QoQ
Shares Held
11,906
-0.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#208
of 703 holders
Holding Since
Sep 2023
8 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, 2026WHITTIER TRUST CO holds $160,223,345 across 20 Capital Markets names. EVR ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
88,836 | $89,846,064 | |
| 2 | SCHW |
Schwab Charles Corp
|
383,423 | $35,378,439 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
40,238 | $11,334,239 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
77,994 | $10,461,334 | |
| 5 | MS |
Morgan Stanley
|
21,946 | $4,587,591 | |
| 6 | EVR |
Evercore Inc.
This page
|
11,906 | $4,065,183 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
71,239 | $2,187,749 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,632 | $1,367,016 |
All Filings in EVR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,065,183 | 11,906 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,578,835 | 11,989 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $304,864 | 896 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $268,844 | 797 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $215,205 | 797 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $159,176 | 797 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $220,920 | 797 | Shares | Sole | 2025-02-11 | |
| 2023-09-30 | $965 | 7 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||