Position in EVR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$305,375
-$42,020 QoQ
Shares Held
1,023
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
9 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 Mar 31, 2026Joel Isaacson & Co., LLC holds $19,315,541 across 8 Capital Markets names. EVR ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,899 | $8,374,455 | |
| 2 | MS |
Morgan Stanley
|
47,621 | $7,836,987 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,731 | $820,539 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
19,878 | $820,365 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,971 | $668,754 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
7,028 | $487,040 | |
| 7 | EVR |
Evercore Inc.
This page
|
1,023 | $305,375 | |
| 8 | ABTC |
American Bitcoin Corp.
|
32,899 | $2,026 |
All Filings in EVR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,375 | 1,023 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $347,395 | 1,021 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $256,363 | 760 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $204,675 | 758 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $208,446 | 752 | Shares | Sole | 2025-01-28 | |
| 2021-12-31 | $407,550 | 3,000 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $401,010 | 3,000 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $422,310 | 3,000 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $395,220 | 3,000 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||