Position in EVR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$25,127,252
+$23,618,087 QoQ
Shares Held
73,592
+442.8% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#80
of 703 holders
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $145,420,302 across 9 Capital Markets names. EVR ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
248,624 | $51,972,360 | |
| 2 | SCHW |
Schwab Charles Corp
|
278,750 | $25,720,262 | |
| 3 | EVR |
Evercore Inc.
This page
|
73,592 | $25,127,252 | |
| 4 | GS |
Goldman Sachs Group Inc
|
16,969 | $17,161,937 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
109,973 | $14,750,678 | |
| 6 | PJT |
PJT Partners Inc.
|
66,276 | $10,003,699 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,910 | $290,010 | |
| 8 | XP |
XP Inc.
|
15,340 | $249,428 |
All Filings in EVR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,127,252 | 73,592 | Shares | Sole | 2026-08-06 | |
| 2022-03-31 | $1,509,165 | 13,557 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,768,495 | 13,018 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,708,703 | 12,783 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,604,637 | 11,399 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,344,801 | 10,208 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,056,271 | 9,634 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $603,737 | 9,223 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $528,217 | 8,965 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||