Position in EVR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,780
+$601 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#650
of 703 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Moisand Fitzgerald Tamayo, LLC holds $257,871 across 7 Capital Markets names. EVR ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
491 | $102,638 | |
| 2 | GS |
Goldman Sachs Group Inc
|
90 | $91,023 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
300 | $30,084 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
433 | $21,641 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
385 | $5,124 | |
| 6 | EVR |
Evercore Inc.
This page
|
14 | $4,780 | |
| 7 | SF |
Stifel Financial Corp
|
37 | $2,581 |
All Filings in EVR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,780 | 14 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,179 | 14 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,763 | 14 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,722 | 14 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,780 | 14 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,796 | 14 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,880 | 14 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,546 | 14 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,918 | 14 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,696 | 14 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,394 | 14 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,930 | 14 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,730 | 14 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,615 | 14 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,527 | 14 | Shares | Sole | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||