Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,782,130
+$3,329,888 QoQ
Shares Held
11,077
+631.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#216
of 703 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $122,174,425 across 38 Capital Markets names. EVR ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,121 | $43,611,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
258,576 | $23,858,807 | |
| 3 | MS |
Morgan Stanley
|
102,435 | $21,413,012 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
114,761 | $9,988,797 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,202 | $6,839,296 | |
| 6 | EVR |
Evercore Inc.
This page
|
11,077 | $3,782,130 | |
| 7 | SF |
Stifel Financial Corp
|
47,953 | $3,345,680 | |
| 8 | IREN |
IREN Ltd
|
42,549 | $1,945,765 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,782,130 | 11,077 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $452,242 | 1,515 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $120,108 | 353 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $151,119 | 448 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $56,434 | 209 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,377 | 82 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,693,178 | 9,716 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $16,720 | 66 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,758 | 90 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $50,073 | 260 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $225,101 | 1,316 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $197,995 | 1,436 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $218,012 | 1,764 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $198,107 | 1,717 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $193,944 | 1,778 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $138,755 | 1,687 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,463 | 37 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,450 | 31 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,211 | 31 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,143 | 31 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,363 | 31 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $43,605 | 331 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,398 | 31 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $15,055 | 230 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $13,551 | 230 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $11,468 | 249 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||