Position in EVR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$350,317
+$44,942 QoQ
Shares Held
1,026
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#470
of 707 holders
Holding Since
Mar 2021
10 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 Jun 30, 2026Joel Isaacson & Co., LLC holds $24,041,833 across 9 Capital Markets names. EVR ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,873 | $9,985,256 | |
| 2 | MS |
Morgan Stanley
|
46,639 | $9,749,416 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
19,915 | $995,351 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,980 | $868,659 | |
| 5 | SCHW |
Schwab Charles Corp
|
8,812 | $813,083 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
7,028 | $704,767 | |
| 7 | ETOR |
eToro Group Ltd.
|
14,000 | $552,580 | |
| 8 | EVR |
Evercore Inc.
This page
|
1,026 | $350,317 |
All Filings in EVR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,317 | 1,026 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||