Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,734,609
-$19,960,585 QoQ
Shares Held
34,368
-67.6% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#128
of 706 holders
Holding Since
Dec 2020
21 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, 2026Allianz Asset Management GmbH holds $1,134,285,188 across 16 Capital Markets names. EVR ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,563,529 | $535,880,098 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,400,478 | $313,762,104 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
912,067 | $91,462,077 | |
| 4 | GS |
Goldman Sachs Group Inc
|
79,127 | $80,026,672 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
347,813 | $30,273,643 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
442,444 | $26,356,389 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
561,710 | $17,250,113 | |
| 8 | EVR |
Evercore Inc.
This page
|
34,368 | $11,734,609 |
All Filings in EVR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,734,609 | 34,368 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $31,695,194 | 106,178 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $13,929,494 | 40,939 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $16,303,349 | 48,332 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $12,078,533 | 44,732 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $8,670,443 | 43,413 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $14,329,613 | 51,696 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $13,526,582 | 53,393 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $12,424,720 | 59,611 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,699,773 | 24,403 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,892,070 | 22,754 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,146,007 | 22,817 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $301,603 | 2,614 | Shares | Defined | 2023-05-11 | |
| 2022-09-30 | $4,932,038 | 59,964 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $1,281,052 | 13,685 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,994,853 | 17,920 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,705,027 | 34,634 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $19,195,145 | 143,601 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $16,190,098 | 115,011 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $15,019,412 | 114,008 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $323,218 | 2,948 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||