Position in EVR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,638,912
+$138,900 QoQ
Shares Held
4,800
-4.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#298
of 706 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Catalyst Capital Advisors LLC holds $5,426,220 across 7 Capital Markets names. EVR ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
31,500 | $2,741,760 | |
| 2 | EVR |
Evercore Inc.
This page
|
4,800 | $1,638,912 | |
| 3 | SNEX |
StoneX Group Inc.
|
5,162 | $407,758 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,678 | $368,829 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
595 | $167,599 | |
| 6 | SCHW |
Schwab Charles Corp
|
935 | $86,272 | |
| 7 | IREN |
IREN Ltd
|
330 | $15,090 |
All Filings in EVR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,638,912 | 4,800 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $1,500,012 | 5,025 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $1,709,756 | 5,025 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $1,720,332 | 5,100 | Shares | Other | 2025-11-12 | |
| 2024-12-31 | $3,561,891 | 12,850 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $3,192,084 | 12,600 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $2,709,590 | 13,000 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $2,513,299 | 13,050 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $2,270,688 | 13,275 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||