Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,065,942
-$23,053 QoQ
Shares Held
14,837
-13.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#195
of 706 holders
Holding Since
Mar 2020
20 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, 2026Advisory Services Network, LLC holds $48,059,361 across 17 Capital Markets names. EVR ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
19,208 | $19,426,387 | |
| 2 | MS |
Morgan Stanley
|
37,305 | $7,798,233 | |
| 3 | EVR |
Evercore Inc.
This page
|
14,837 | $5,065,942 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
35,488 | $3,088,869 | |
| 5 | SCHW |
Schwab Charles Corp
|
26,157 | $2,413,499 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
17,510 | $1,755,897 | |
| 7 | IREN |
IREN Ltd
|
34,531 | $1,579,100 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
39,722 | $1,476,069 |
All Filings in EVR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,065,942 | 14,837 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $5,088,995 | 17,048 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,612,421 | 16,495 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,323,581 | 15,782 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $3,636,898 | 13,469 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $3,400,631 | 17,027 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,634,614 | 16,720 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,338,261 | 13,177 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,746,481 | 13,177 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,389,463 | 12,407 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,031,560 | 11,877 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,595,409 | 11,571 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,530,661 | 12,385 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,431,056 | 12,403 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $4,363 | 40 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $707,367 | 5,025 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $725,622 | 5,508 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $13,922 | 127 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,311 | 127 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $4,835 | 105 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||