Position in EVR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$670,929
+$3,760 QoQ
Shares Held
1,965
-12.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#382
of 703 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $3,755,172 across 8 Capital Markets names. EVR ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,460 | $3,022,718 | |
| 2 | EVR |
Evercore Inc.
This page
|
1,965 | $670,929 | |
| 3 | GS |
Goldman Sachs Group Inc
|
26 | $26,295 | |
| 4 | SCHW |
Schwab Charles Corp
|
226 | $20,853 | |
| 5 | SF |
Stifel Financial Corp
|
87 | $6,069 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
42 | $4,211 | |
| 7 | NMR |
Nomura Holdings Inc
|
312 | $2,739 | |
| 8 | PJT |
PJT Partners Inc.
|
9 | $1,358 |
All Filings in EVR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,929 | 1,965 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $667,169 | 2,235 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $885,330 | 2,602 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $891,536 | 2,643 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $735,804 | 2,725 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $370,280 | 1,854 | Shares | Sole | 2025-05-14 | |
| 2023-03-31 | $2,422 | 21 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||