Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,392,436
+$11,104,044 QoQ
Shares Held
250,095
+0.5% QoQ
Ownership
0.650%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#32
of 706 holders
Holding Since
Mar 2021
20 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, 2026Qube Research & Technologies Ltd holds $2,061,901,899 across 32 Capital Markets names. EVR ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
720,663 | $728,856,938 | |
| 2 | MS |
Morgan Stanley
|
1,424,082 | $297,690,101 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,037,800 | $188,027,806 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,442,839 | $125,584,706 | |
| 5 | SF |
Stifel Financial Corp
|
1,523,529 | $106,296,618 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
344,500 | $97,038,760 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
705,487 | $94,626,971 | |
| 8 | EVR |
Evercore Inc.
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|
250,095 | $85,392,436 |
All Filings in EVR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,392,436 | 250,095 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $74,288,392 | 248,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,215,713 | 3,573 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $4,379,724 | 16,220 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $100,885,362 | 505,134 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,349,744 | 156,390 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,049,849 | 63,353 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,868,413 | 13,762 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,247,423 | 73,978 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $182,681 | 1,068 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,332,885 | 9,667 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,616,785 | 77,812 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,574,924 | 82,986 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $14,042,131 | 170,725 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,826,393 | 94,289 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,546,951 | 139,660 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $20,334,978 | 149,687 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,266,330 | 39,398 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $957,658 | 6,803 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,451,384 | 64,152 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||