Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$755,265
+$254,963 QoQ
Shares Held
2,212
+32.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#369
of 703 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $76,990,053 across 13 Capital Markets names. EVR ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
483,058 | $44,571,761 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,765 | $14,932,878 | |
| 3 | MS |
Morgan Stanley
|
53,093 | $11,098,560 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,661 | $1,670,765 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
17,070 | $1,069,094 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
16,153 | $962,234 | |
| 7 | EVR |
Evercore Inc.
This page
|
2,212 | $755,265 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
6,221 | $541,475 |
All Filings in EVR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,265 | 2,212 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $500,302 | 1,676 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $577,744 | 1,698 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $389,368 | 1,442 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $290,193 | 1,453 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $428,535 | 1,546 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $404,330 | 1,596 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||