Position in EVR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,511,583
-$3,844,131 QoQ
Shares Held
57,145
-27.0% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#92
of 707 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Russell Investments Group, Ltd. holds $1,119,691,007 across 48 Capital Markets names. EVR ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,100,822 | $230,115,822 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,223,546 | $205,166,576 | |
| 3 | GS |
Goldman Sachs Group Inc
|
201,559 | $203,850,719 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,406,208 | $122,396,337 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
541,932 | $54,344,935 | |
| 6 | SNEX |
StoneX Group Inc.
|
473,961 | $37,442,916 | |
| 7 | XP |
XP Inc.
|
1,901,484 | $30,918,123 | |
| 8 | SF |
Stifel Financial Corp
|
401,003 | $27,977,971 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,511,583 | 57,145 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $23,355,714 | 78,241 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $8,735,235 | 25,673 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,586,020 | 49,170 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,797,865 | 47,396 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,293,771 | 31,513 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $21,284,305 | 76,786 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,680,088 | 69,788 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $12,542,689 | 60,177 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $22,092,381 | 114,712 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $19,883,191 | 116,242 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $14,445,546 | 104,769 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,829,717 | 111,900 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $19,030,659 | 164,939 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $19,919,859 | 182,617 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $14,035,549 | 170,645 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $1,524,624 | 16,287 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $12,439,674 | 111,747 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $4,687,502 | 34,505 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $6,524,163 | 48,808 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $8,859,498 | 62,936 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $12,795,509 | 97,127 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $14,610,514 | 133,259 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $8,212,871 | 125,464 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $6,763,483 | 114,791 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $9,538,563 | 207,090 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||