Position in EVR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,280,400
New position
Shares Held
3,750
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#11
of 60 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Capital Markets
Financial Services · as of Jun 30, 2026RFG Advisory, LLC holds $10,687,659 across 11 Capital Markets names. EVR ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,375 | $2,402,003 | |
| 2 | WULF |
Terawulf Inc.
|
95,263 | $2,352,996 | |
| 3 | MS |
Morgan Stanley
|
7,787 | $1,627,794 | |
| 4 | EVR |
Evercore Inc.
This page
|
3,750 | $1,280,400 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
44,950 | $1,228,933 | |
| 6 | SCHW |
Schwab Charles Corp
|
8,084 | $745,910 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,505 | $351,481 | |
| 8 | IREN |
IREN Ltd
|
6,654 | $304,287 |
All Filings in EVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,280,400 | 3,750 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||