Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,939,768
-$3,321,811 QoQ
Shares Held
20,325
-40.9% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#169
of 703 holders
Holding Since
Mar 2020
15 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, 2026Prana Capital Management, LP holds $181,680,855 across 13 Capital Markets names. EVR ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
318,896 | $89,826,625 | |
| 2 | SF |
Stifel Financial Corp
|
478,332 | $33,373,223 | |
| 3 | MC |
Moelis & Co
|
219,265 | $14,344,316 | |
| 4 | TW |
Tradeweb Markets Inc.
|
133,335 | $13,288,166 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
71,882 | $9,641,532 | |
| 6 | EVR |
Evercore Inc.
This page
|
20,325 | $6,939,768 | |
| 7 | LAZ |
Lazard, Inc.
|
130,189 | $5,460,126 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
37,877 | $4,298,660 |
All Filings in EVR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,939,768 | 20,325 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,261,579 | 34,376 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,502,172 | 22,049 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,561,365 | 22,416 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,896,464 | 29,244 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $2,343,556 | 13,701 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,214,722 | 8,810 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $544,908 | 4,409 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $535,478 | 4,641 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $673,051 | 8,183 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $2,104,500 | 15,744 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,801,574 | 12,798 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $3,871,697 | 59,146 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $199,503 | 3,386 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $148,681 | 3,228 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||