Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,948,675
+$741,791 QoQ
Shares Held
8,636
+16.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#240
of 703 holders
Holding Since
Sep 2020
24 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $211,323,373 across 25 Capital Markets names. EVR ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
74,448 | $75,294,472 | |
| 2 | MS |
Morgan Stanley
|
329,520 | $68,882,860 | |
| 3 | SCHW |
Schwab Charles Corp
|
227,115 | $20,955,900 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
134,474 | $13,485,052 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
80,838 | $7,036,139 | |
| 6 | NMR |
Nomura Holdings Inc
|
555,917 | $4,880,950 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
12,181 | $3,431,144 | |
| 8 | EVR |
Evercore Inc.
This page
|
8,636 | $2,948,675 |
All Filings in EVR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,948,675 | 8,636 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,206,884 | 7,393 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,863,884 | 8,417 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,252,102 | 9,641 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,448,541 | 9,068 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,765,125 | 8,838 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,563,175 | 9,247 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,995,305 | 7,876 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,529,459 | 7,338 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,454,824 | 7,554 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,417,662 | 8,288 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,321,855 | 9,587 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,254,932 | 10,154 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,783,313 | 15,456 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,463,526 | 13,417 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $705,211 | 8,574 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $914,663 | 9,771 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,143,256 | 10,270 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $766,873 | 5,645 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $541,363 | 4,050 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $440,187 | 3,127 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $315,517 | 2,395 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $133,541 | 1,218 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $35,479 | 542 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||