Position in EVR
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$565,676
+$357,285 QoQ
Shares Held
1,895
+1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
5 quarters on record
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $64,937,739 across 14 Capital Markets names. EVR ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,551 | $27,537,820 | |
| 2 | MS |
Morgan Stanley
|
151,390 | $24,914,252 | |
| 3 | SCHW |
Schwab Charles Corp
|
41,906 | $3,938,325 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
44,941 | $3,114,411 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
96,730 | $1,913,319 | |
| 6 | IREN |
IREN Ltd
|
23,437 | $803,420 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
9,658 | $647,762 | |
| 8 | EVR |
Evercore Inc.
This page
|
1,895 | $565,676 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565,676 | 1,895 | Shares | Sole | 2026-04-20 | |
| 2022-03-31 | $208,391 | 1,872 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $283,926 | 2,090 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $265,334 | 1,985 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $308,849 | 2,194 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||