Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,148,016
+$2,227,344 QoQ
Shares Held
32,650
+9.3% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#133
of 707 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $719,342,910 across 26 Capital Markets names. EVR ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
257,173 | $260,097,057 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,498,544 | $230,540,654 | |
| 3 | MS |
Morgan Stanley
|
345,268 | $72,174,822 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
1,051,137 | $62,616,231 | |
| 5 | TW |
Tradeweb Markets Inc.
|
392,874 | $39,153,822 | |
| 6 | EVR |
Evercore Inc.
This page
|
32,650 | $11,148,016 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
218,333 | $10,912,283 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
80,655 | $8,088,083 |
All Filings in EVR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,148,016 | 32,650 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,920,672 | 29,884 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,867,935 | 26,063 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,656,643 | 25,663 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,242,862 | 23,120 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,351,299 | 21,787 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $5,919,946 | 21,357 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $5,274,032 | 20,818 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $310,560 | 1,490 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||