Parallel Advisors, LLC

Position in EVR — Evercore Inc.

CIK 1690010 SAN FRANCISCO, CA

Position in EVR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$336,659

+$42,926 QoQ

Shares Held

986

+0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#475

of 703 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Parallel Advisors, LLC holds $35,201,514 across 43 Capital Markets names. EVR ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	57,472	$12,013,946
2	GS	Goldman Sachs Group Inc	7,586	$7,672,252
3	HOOD	Robinhood Markets, Inc.	75,344	$7,555,496
4	SCHW	Schwab Charles Corp	37,553	$3,465,015
5	LPLA	LPL Financial Holdings Inc.	2,615	$736,593
6	IBKR	Interactive Brokers Group, Inc.	7,071	$615,459
7	JEF	Jefferies Financial Group Inc.	9,639	$481,757
8	EVR	Evercore Inc. This page	986	$336,659

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,659	986	+0.2%	Shares	Sole	2026-08-05
2026-03-31	$293,733	984	+4.1%	Shares	Sole	2026-05-07
2025-12-31	$321,536	945	-28.2%	Shares	Sole	2026-02-11
2025-09-30	$444,250	1,317	-0.8%	Shares	Sole	2025-11-13
2025-06-30	$358,586	1,328	-1.4%	Shares	Sole	2025-07-08
2025-03-31	$269,022	1,347	-5.7%	Shares	Sole	2025-04-08
2024-12-31	$395,827	1,428	+0.4%	Shares	Sole	2025-02-10
2024-09-30	$360,502	1,423	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$298,054	1,430	-4.7%	Shares	Sole	2024-08-08
2024-03-31	$288,885	1,500	+11.0%	Shares	Sole	2024-05-06
2023-12-31	$231,088	1,351	+1.0%	Shares	Sole	2024-02-12
2023-09-30	$184,483	1,338	+0.3%	Shares	Sole	2024-05-20
2023-06-30	$164,869	1,334	-7.7%	Shares	Sole	2024-05-20
2023-03-31	$166,724	1,445	0.0%	Shares	Sole	2024-05-20
2022-12-31	$157,620	1,445	+20.1%	Shares	Sole	2023-02-06
2022-09-30	$98,946	1,203	-53.8%	Shares	Sole	2022-11-10
2022-06-30	$243,573	2,602	+94.5%	Shares	Sole	2022-08-01
2022-03-31	$148,946	1,338	+10.9%	Shares	Sole	2022-04-28
2021-12-31	$163,970	1,207	+49.4%	Shares	Sole	2022-01-20
2021-09-30	$108,005	808	-2.3%	Shares	Sole	2021-11-02
2021-06-30	$116,416	827	+2.0%	Shares	Sole	2021-08-06
2021-03-31	$106,841	811	+231.0%	Shares	Sole	2021-04-23
2020-12-31	$26,861	245	+67.8%	Shares	Sole	2021-02-02
2020-09-30	$9,557	146	+94.7%	Shares	Sole	2020-10-27
2020-06-30	$4,419	75	+226.1%	Shares	Sole	2020-07-16
2020-03-31	$1,059	23	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.