Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,283,304
+$1,897,545 QoQ
Shares Held
35,975
+3.4% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#119
of 703 holders
Holding Since
Mar 2026
2 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, 2026VANGUARD ASSET MANAGEMENT, Ltd holds $1,778,828,015 across 39 Capital Markets names. EVR ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,554,813 | $534,058,109 | |
| 2 | GS |
Goldman Sachs Group Inc
|
514,302 | $520,149,613 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,216,537 | $296,789,868 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,480,091 | $148,423,525 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
845,950 | $73,631,488 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
153,531 | $43,246,612 | |
| 7 | XP |
XP Inc.
|
790,955 | $12,860,928 | |
| 8 | EVR |
Evercore Inc.
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|
35,975 | $12,283,304 |
All Filings in EVR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,283,304 | 35,975 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,385,759 | 34,792 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||