Position in EVR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$648,736
+$158,285 QoQ
Shares Held
1,900
+15.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#387
of 703 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $71,110,140 across 7 Capital Markets names. EVR ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
289,713 | $29,052,419 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,853 | $21,090,098 | |
| 3 | SCHW |
Schwab Charles Corp
|
174,367 | $16,088,843 | |
| 4 | FIGR |
Figure Technology Solutions, Inc.
|
71,740 | $2,203,135 | |
| 5 | MS |
Morgan Stanley
|
7,154 | $1,495,472 | |
| 6 | EVR |
Evercore Inc.
This page
|
1,900 | $648,736 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
10,633 | $531,437 |
All Filings in EVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,736 | 1,900 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $490,451 | 1,643 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $217,908 | 646 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||