Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$219,204
+$3,486 QoQ
Shares Held
642
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#545
of 703 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $16,140,804 across 8 Capital Markets names. EVR ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,150 | $7,231,295 | |
| 2 | MS |
Morgan Stanley
|
17,739 | $3,708,160 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
21,437 | $2,149,702 | |
| 4 | SCHW |
Schwab Charles Corp
|
14,124 | $1,303,221 | |
| 5 | GOLD |
Gold.com, Inc.
|
26,903 | $1,119,433 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,020 | $262,860 | |
| 7 | EVR |
Evercore Inc.
This page
|
642 | $219,204 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
11,039 | $146,929 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,204 | 642 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $215,718 | 634 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $234,437 | 695 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $320,550 | 1,605 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $467,619 | 1,687 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||