Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,011,162
+$6,666,828 QoQ
Shares Held
73,252
+19.2% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#81
of 706 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 32%
Shared 12%
None 56%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $555,499,131 across 37 Capital Markets names. EVR ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
184,881 | $186,983,095 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,544,223 | $142,485,455 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
623,764 | $62,551,053 | |
| 4 | MS |
Morgan Stanley
|
278,616 | $58,241,886 | |
| 5 | EVR |
Evercore Inc.
This page
|
73,252 | $25,011,162 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
413,335 | $20,658,482 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
199,110 | $11,860,981 | |
| 8 | SF |
Stifel Financial Corp
|
115,575 | $8,063,666 |
All Filings in EVR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,011,162 | 73,252 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $18,344,334 | 61,453 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,652,855 | 48,943 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,887,925 | 50,065 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,149,125 | 41,290 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,293,378 | 26,504 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,042,289 | 25,406 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,871,661 | 23,177 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,204,241 | 20,171 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,755,505 | 19,500 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,443,962 | 14,288 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,925,632 | 13,966 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,765,359 | 14,284 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,606,435 | 13,923 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,517,302 | 13,910 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||