Position in EVR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$955,690
+$372,700 QoQ
Shares Held
2,799
+43.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#343
of 692 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Calamos Advisors LLC holds $299,862,280 across 6 Capital Markets names. EVR ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
165,711 | $167,595,134 | |
| 2 | MS |
Morgan Stanley
|
442,354 | $92,469,680 | |
| 3 | SCHW |
Schwab Charles Corp
|
328,075 | $30,271,480 | |
| 4 | MRX |
Marex Group Ltd
|
125,108 | $7,625,332 | |
| 5 | EVR |
Evercore Inc.
This page
|
2,799 | $955,690 | |
| 6 | SF |
Stifel Financial Corp
|
13,544 | $944,964 |
All Filings in EVR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,690 | 2,799 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $582,990 | 1,953 | Shares | Sole | 2026-05-04 | |
| 2024-12-31 | $910,569 | 3,285 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $832,221 | 3,285 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||