Position in EVR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$573,619
New position
Shares Held
1,680
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#403
of 703 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026AlphaCore Capital LLC holds $22,192,535 across 11 Capital Markets names. EVR ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
49,209 | $10,286,649 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,606 | $6,681,110 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
49,416 | $2,469,811 | |
| 4 | SCHW |
Schwab Charles Corp
|
6,454 | $595,510 | |
| 5 | EVR |
Evercore Inc.
This page
|
1,680 | $573,619 | |
| 6 | IREN |
IREN Ltd
|
9,784 | $447,422 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,140 | $321,115 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,846 | $247,715 |
All Filings in EVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,619 | 1,680 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||