Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,527,679
-$147,566 QoQ
Shares Held
7,403
-17.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#254
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GUGGENHEIM CAPITAL LLC holds $97,943,481 across 20 Capital Markets names. EVR ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
62,701 | $63,413,910 | |
| 2 | MS |
Morgan Stanley
|
67,657 | $14,143,018 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
52,367 | $4,558,023 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
36,165 | $3,626,625 | |
| 5 | SF |
Stifel Financial Corp
|
38,039 | $2,653,980 | |
| 6 | EVR |
Evercore Inc.
This page
|
7,403 | $2,527,679 | |
| 7 | SCHW |
Schwab Charles Corp
|
21,213 | $1,957,323 | |
| 8 | SNEX |
StoneX Group Inc.
|
16,426 | $1,297,693 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,527,679 | 7,403 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,675,245 | 8,962 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,385,481 | 12,889 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,616,898 | 13,687 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,015,620 | 18,575 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,899,332 | 19,524 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,682,320 | 27,715 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,747,203 | 26,633 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,753,037 | 22,804 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,283,971 | 22,244 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,204,279 | 18,733 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,709,203 | 19,649 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,832,525 | 31,010 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,147,334 | 35,945 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $4,333,529 | 39,728 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,390,180 | 41,218 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,028,693 | 43,037 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,049,684 | 54,345 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,705,547 | 56,721 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,804,753 | 43,426 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,042,209 | 28,715 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,511,452 | 11,473 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $441,958 | 4,031 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $267,731 | 4,090 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $842,614 | 14,301 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $609,741 | 13,238 | Shares | Defined | 2020-06-02 | |
| No filing history on record for this holder in this stock. | ||||||