Position in EVR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,615,011
+$533,357 QoQ
Shares Held
4,730
+48.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#299
of 703 holders
Holding Since
Mar 2021
9 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, 2026FOX RUN MANAGEMENT, L.L.C. holds $8,653,269 across 7 Capital Markets names. EVR ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
21,586 | $1,878,845 | |
| 2 | JEF |
Jefferies Financial Group Inc.
|
37,099 | $1,854,208 | |
| 3 | EVR |
Evercore Inc.
This page
|
4,730 | $1,615,011 | |
| 4 | MS |
Morgan Stanley
|
5,037 | $1,052,934 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
15,791 | $940,669 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,411 | $679,130 | |
| 7 | GOLD |
Gold.com, Inc.
|
15,200 | $632,472 |
All Filings in EVR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,011 | 4,730 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $1,081,654 | 3,179 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $470,104 | 1,741 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $555,221 | 2,780 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $464,382 | 2,228 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $310,262 | 1,611 | Shares | Sole | 2024-05-13 | |
| 2022-09-30 | $268,217 | 3,261 | Shares | Sole | 2022-11-07 | |
| 2021-06-30 | $307,019 | 2,181 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $416,298 | 3,160 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||