Position in EVR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$823,211
+$105,295 QoQ
Shares Held
2,411
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#356
of 703 holders
Holding Since
Mar 2025
6 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, 2026Equitable Holdings, Inc. holds $51,243,234 across 8 Capital Markets names. EVR ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
30,378 | $30,723,397 | |
| 2 | MS |
Morgan Stanley
|
55,904 | $11,686,172 | |
| 3 | SCHW |
Schwab Charles Corp
|
54,020 | $4,984,425 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
14,544 | $1,265,909 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
10,012 | $1,004,003 | |
| 6 | EVR |
Evercore Inc.
This page
|
2,411 | $823,211 | |
| 7 | IREN |
IREN Ltd
|
14,039 | $642,003 | |
| 8 | HIVE |
HIVE Digital Technologies Ltd.
|
31,350 | $114,114 |
All Filings in EVR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,211 | 2,411 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $717,916 | 2,405 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $815,919 | 2,398 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $813,615 | 2,412 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $629,686 | 2,332 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $458,956 | 2,298 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||