Position in EVR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$221,252
+$9,957 QoQ
Shares Held
648
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#541
of 703 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $6,368,948 across 7 Capital Markets names. EVR ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,054 | $3,088,723 | |
| 2 | MS |
Morgan Stanley
|
6,819 | $1,425,443 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,322 | $860,140 | |
| 4 | MC |
Moelis & Co
|
5,513 | $360,659 | |
| 5 | SF |
Stifel Financial Corp
|
3,714 | $259,125 | |
| 6 | EVR |
Evercore Inc.
This page
|
648 | $221,252 | |
| 7 | NMR |
Nomura Holdings Inc
|
17,495 | $153,606 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,252 | 648 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $211,295 | 621 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $238,147 | 706 | Shares | Sole | 2025-10-10 | |
| 2024-12-31 | $347,873 | 1,255 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $228,006 | 900 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||