Position in EVR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,595,968
+$235,351 QoQ
Shares Held
7,603
-3.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#250
of 703 holders
Holding Since
Sep 2024
8 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, 2026Summit Trail Advisors, LLC holds $72,466,427 across 24 Capital Markets names. EVR ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
19,730 | $19,954,330 | |
| 2 | SCHW |
Schwab Charles Corp
|
203,416 | $18,769,194 | |
| 3 | MS |
Morgan Stanley
|
34,201 | $7,149,377 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,581 | $3,367,502 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
10,602 | $2,986,371 | |
| 6 | SF |
Stifel Financial Corp
|
40,213 | $2,805,661 | |
| 7 | EVR |
Evercore Inc.
This page
|
7,603 | $2,595,968 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
41,073 | $2,446,718 |
All Filings in EVR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,595,968 | 7,603 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,360,617 | 7,908 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,236,803 | 6,574 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,979,393 | 5,868 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $879,455 | 3,257 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $274,015 | 1,372 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $291,881 | 1,053 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $254,353 | 1,004 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||