Position in EVR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$692,440
+$66,167 QoQ
Shares Held
2,028
-3.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#377
of 703 holders
Holding Since
Mar 2024
10 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, 2026Aviance Capital Partners, LLC holds $16,572,975 across 6 Capital Markets names. EVR ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
92,462 | $8,531,468 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,395 | $6,467,711 | |
| 3 | EVR |
Evercore Inc.
This page
|
2,028 | $692,440 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
3,820 | $332,492 | |
| 5 | MS |
Morgan Stanley
|
1,506 | $314,814 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
3,929 | $234,050 |
All Filings in EVR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,440 | 2,028 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $626,273 | 2,098 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $724,052 | 2,128 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $717,816 | 2,128 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $639,407 | 2,368 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $524,864 | 2,628 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $735,385 | 2,653 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $865,156 | 3,415 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $838,930 | 4,025 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $784,804 | 4,075 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||