Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,316,112
+$4,451,901 QoQ
Shares Held
24,356
+88.1% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#155
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $356,287,489 across 37 Capital Markets names. EVR ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
213,232 | $215,656,447 | |
| 2 | MS |
Morgan Stanley
|
176,155 | $36,823,441 | |
| 3 | SCHW |
Schwab Charles Corp
|
352,763 | $32,549,442 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
302,201 | $15,104,005 | |
| 5 | PJT |
PJT Partners Inc.
|
62,198 | $9,388,166 | |
| 6 | EVR |
Evercore Inc.
This page
|
24,356 | $8,316,112 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
74,100 | $7,430,748 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
23,565 | $6,637,789 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,316,112 | 24,356 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,864,211 | 12,945 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,864,219 | 11,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,871,084 | 11,476 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,809,558 | 10,405 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,323,145 | 6,625 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,680,048 | 6,061 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,120,522 | 4,423 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $858,731 | 4,120 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $751,486 | 3,902 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $864,999 | 5,057 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $728,971 | 5,287 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $627,342 | 5,076 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $586,361 | 5,082 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $590,559 | 5,414 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $441,929 | 5,373 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $443,149 | 4,734 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $503,945 | 4,527 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $604,668 | 4,451 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $646,027 | 4,833 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $642,051 | 4,561 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $637,621 | 4,840 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $429,788 | 3,920 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $239,256 | 3,655 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $179,352 | 3,044 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $291,329 | 6,325 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||