Position in EVR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$6,828
+$1,157 QoQ
Shares Held
20
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#640
of 703 holders
Holding Since
Dec 2025
3 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, 2026AMERICAN NATIONAL BANK & TRUST holds $982,622 across 9 Capital Markets names. EVR ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,350 | $700,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
182 | $184,069 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
339 | $33,994 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
384 | $33,423 | |
| 5 | SCHW |
Schwab Charles Corp
|
143 | $13,194 | |
| 6 | EVR |
Evercore Inc.
This page
|
20 | $6,828 | |
| 7 | SF |
Stifel Financial Corp
|
82 | $5,721 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
36 | $4,828 |
All Filings in EVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,828 | 20 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,671 | 19 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $340 | 1 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||