Position in EVR
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$253,733
-$35,479 QoQ
Shares Held
850
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026INVESTMENT HOUSE LLC holds $14,271,070 across 8 Capital Markets names. EVR ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIGR |
Figure Technology Solutions, Inc.
|
246,865 | $8,381,066 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
31,775 | $2,131,149 | |
| 3 | XP |
XP Inc.
|
93,120 | $1,773,004 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,336 | $1,130,242 | |
| 5 | MS |
Morgan Stanley
|
1,700 | $279,769 | |
| 6 | EVR |
Evercore Inc.
This page
|
850 | $253,733 | |
| 7 | SCHW |
Schwab Charles Corp
|
2,615 | $245,757 | |
| 8 | PURR |
Hyperliquid Strategies Inc
|
15,000 | $76,350 |
All Filings in EVR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,733 | 850 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $289,212 | 850 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $286,722 | 850 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $229,517 | 850 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $235,611 | 850 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $240,673 | 950 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $202,219 | 1,050 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||