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Equibles

Orion Porfolio Solutions, LLC

Position in EVR — Evercore Inc.

CIK 1360533 OMAHA, NE
Back to EVR Full portfolio

Position in EVR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,875,266
-$448,642 QoQ
Shares Held
8,421
-24.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#245
of 707 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 87% Shared 0% None 13%

Common Shares in EVR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $82,826,683 across 22 Capital Markets names. EVR ranks #7 (3.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 19,904 $20,130,308
2 MS
Morgan Stanley
 88,496 $18,499,203
3 SCHW
Schwab Charles Corp
 123,183 $11,366,095
4 SF
Stifel Financial Corp
 58,941 $4,112,313
5 PIPR
Piper Sandler Companies
 54,143 $3,916,704
6 VIRT
Virtu Financial, Inc.
 61,185 $3,644,790
7 EVR
Evercore Inc.
This page 		8,421 $2,875,266
8 PJT
PJT Partners Inc.
 18,203 $2,747,560

All Filings in EVR

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,875,266 8,421
2026-03-31 $3,323,908 11,135
2025-12-31 $4,175,207 12,271
2025-09-30 $4,258,665 12,625
2025-06-30 $3,421,693 12,672
2025-03-31 $2,277,407 11,403
2024-12-31 $3,339,585 12,048
2024-09-30 $3,002,585 11,852
2024-06-30 $2,819,432 13,527
2024-03-31 $3,072,388 15,953
2023-12-31 $2,880,824 16,842
2023-09-30 $2,504,038 18,161
2023-06-30 $2,311,009 18,699
2023-03-31 $2,254,179 19,537
2022-12-31 $2,267,227 20,785
2022-09-30 $1,723,960 20,960
2022-06-30 $2,262,928 24,174
2022-03-31 $2,186,102 19,638
2021-12-31 $3,699,331 27,231
2021-09-30 $2,965,736 22,187
2021-06-30 $3,123,263 22,187
2021-03-31 $716,006 5,435
2020-12-31 $639,420 5,832