Position in EVR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,008,397
+$6,694,962 QoQ
Shares Held
20,526
+1854.9% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#168
of 703 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $82,613,733 across 48 Capital Markets names. EVR ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
105,002 | $21,949,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,336 | $21,578,590 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
94,163 | $9,442,665 | |
| 4 | SCHW |
Schwab Charles Corp
|
92,395 | $8,525,286 | |
| 5 | EVR |
Evercore Inc.
This page
|
20,526 | $7,008,397 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
40,700 | $2,034,186 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
22,108 | $1,924,280 | |
| 8 | TW |
Tradeweb Markets Inc.
|
13,827 | $1,377,998 |
All Filings in EVR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,008,397 | 20,526 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $313,435 | 1,050 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $61,925 | 182 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,465,595 | 16,203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,033 | 189 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,551 | 173 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,543 | 20 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,293 | 13 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $208 | 1 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $4,606 | 56 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,242 | 56 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $6,679 | 60 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,830 | 65 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,153 | 61 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $8,586 | 61 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||