Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,139,199
+$586,043 QoQ
Shares Held
9,194
+7.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#234
of 706 holders
Holding Since
Mar 2020
26 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, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $204,767,852 across 37 Capital Markets names. EVR ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
97,699 | $98,809,837 | |
| 2 | SCHW |
Schwab Charles Corp
|
542,634 | $50,068,839 | |
| 3 | MS |
Morgan Stanley
|
131,698 | $27,530,149 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
95,532 | $9,579,948 | |
| 5 | MIAX |
Miami International Holdings, Inc.
|
151,179 | $5,617,811 | |
| 6 | TW |
Tradeweb Markets Inc.
|
46,106 | $4,594,923 | |
| 7 | EVR |
Evercore Inc.
This page
|
9,194 | $3,139,199 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,604 | $2,141,894 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,139,199 | 9,194 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,553,156 | 8,553 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,739,012 | 8,050 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,980,222 | 8,835 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,478,513 | 9,179 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $33,681,579 | 168,644 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,520,109 | 5,484 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,462,531 | 5,773 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,240,575 | 5,952 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $1,148,221 | 5,962 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,128,587 | 6,598 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,309,446 | 9,497 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,188,194 | 9,614 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,120,339 | 9,710 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,084,909 | 9,946 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $966,026 | 11,745 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,164,133 | 12,436 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $1,403,188 | 12,605 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,465,413 | 10,787 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $1,376,266 | 10,296 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,394,186 | 9,904 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,223,074 | 9,284 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $799,056 | 7,288 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $206,460 | 3,154 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $189,604 | 3,218 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $49,192 | 1,068 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||