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Equibles

Allworth Financial LP

Position in EVR — Evercore Inc.

CIK 1555170 FOLSOM, CA
Back to EVR Full portfolio

Position in EVR

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$724,877
+$273,232 QoQ
Shares Held
2,123
+40.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#377
of 707 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EVR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. EVR ranks #6 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 10,450 $10,568,815
2 MS
Morgan Stanley
 43,540 $9,101,600
3 SCHW
Schwab Charles Corp
 51,751 $4,775,064
4 HOOD
Robinhood Markets, Inc.
 16,528 $1,657,427
5 LPLA
LPL Financial Holdings Inc.
 4,107 $1,156,859
6 EVR
Evercore Inc.
This page 		2,123 $724,877
7 IBKR
Interactive Brokers Group, Inc.
 6,968 $606,494
8 JEF
Jefferies Financial Group Inc.
 11,649 $582,217

All Filings in EVR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $724,877 2,123
2026-03-31 $451,645 1,513
2025-12-31 $275,942 811
2025-09-30 $257,375 763
2025-06-30 $121,238 449
2025-03-31 $48,531 243
2024-12-31 $61,813 223
2024-09-30 $61,054 241
2024-06-30 $52,732 253
2024-03-31 $42,947 223
2023-12-31 $39,341 230
2023-09-30 $28,679 208
2023-06-30 $26,324 213
2023-03-31 $27,575 239
2022-12-31 $19,525 179
2022-09-30 $4,194 51
2022-06-30 $3,369 36
2022-03-31 $2,894 26
2021-12-31 $1,901 14
2021-09-30 $1,871 14
2021-06-30 $1,970 14
2021-03-31 $1,844 14
2020-12-31 $1,534 14
2020-09-30 $916 14
2020-06-30 $824 14
2020-03-31 $829 18