Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,605,021
+$3,289,523 QoQ
Shares Held
104,279
-3.7% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#57
of 703 holders
Holding Since
Mar 2021
9 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, 2026WESTWOOD HOLDINGS GROUP INC holds $230,572,905 across 8 Capital Markets names. EVR ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PIPR |
Piper Sandler Companies
|
1,237,090 | $89,491,090 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,333 | $39,780,216 | |
| 3 | EVR |
Evercore Inc.
This page
|
104,279 | $35,605,021 | |
| 4 | MS |
Morgan Stanley
|
162,385 | $33,944,960 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,860,521 | $29,693,915 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,635 | $1,367,317 | |
| 7 | MRX |
Marex Group Ltd
|
5,693 | $346,988 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
25,800 | $343,398 |
All Filings in EVR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,605,021 | 104,279 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $32,315,498 | 108,256 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,647,369 | 72,439 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $24,629,419 | 73,015 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,370,076 | 82,846 | Shares | Defined | 2025-10-08 | |
| 2021-12-31 | $344,651 | 2,537 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $10,108,793 | 75,625 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,186,458 | 86,570 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,694,784 | 81,181 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||