Position in EVR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$19,588,754
+$2,439,355 QoQ
Shares Held
57,371
-0.1% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#91
of 703 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COOKSON PEIRCE & CO INC holds $83,502,959 across 7 Capital Markets names. EVR ranks #3 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
372,439 | $32,417,090 | |
| 2 | GS |
Goldman Sachs Group Inc
|
24,067 | $24,340,641 | |
| 3 | EVR |
Evercore Inc.
This page
|
57,371 | $19,588,754 | |
| 4 | MS |
Morgan Stanley
|
16,346 | $3,416,967 | |
| 5 | SCHW |
Schwab Charles Corp
|
20,859 | $1,924,659 | |
| 6 | SNEX |
StoneX Group Inc.
|
19,512 | $1,541,448 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
10,000 | $273,400 |
All Filings in EVR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,588,754 | 57,371 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $17,149,399 | 57,450 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $19,831,811 | 58,286 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,001,052 | 59,294 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $263,269 | 975 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $303,973 | 1,522 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $37,819,249 | 136,438 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $34,734,687 | 137,107 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $28,619,314 | 137,309 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,822,877 | 118,505 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $1,125,487 | 10,318 | Shares | Sole | 2023-01-31 | |
| 2021-12-31 | $9,007,126 | 66,302 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $7,919,279 | 59,245 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $10,758,206 | 76,424 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,862,671 | 14,139 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,227,639 | 11,197 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||