Position in EVR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$653,174
+$87,498 QoQ
Shares Held
1,913
+0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#387
of 707 holders
Holding Since
Jun 2021
6 quarters on record
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $80,165,076 across 14 Capital Markets names. EVR ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,513 | $32,882,672 | |
| 2 | MS |
Morgan Stanley
|
150,080 | $31,372,723 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
51,921 | $5,206,637 | |
| 4 | SCHW |
Schwab Charles Corp
|
43,812 | $4,042,533 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
120,109 | $1,598,650 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
17,905 | $1,558,451 | |
| 7 | IREN |
IREN Ltd
|
25,127 | $1,149,057 | |
| 8 | EVR |
Evercore Inc.
This page
|
1,913 | $653,174 |
All Filings in EVR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,174 | 1,913 | Shares | Sole | 2026-07-28 | |
| 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. | ||||||