Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,078,254
+$1,905,017 QoQ
Shares Held
41,232
+1.1% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#109
of 706 holders
Holding Since
Sep 2020
18 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, 2026Cresset Asset Management, LLC holds $155,120,801 across 26 Capital Markets names. EVR ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
445,551 | $41,110,990 | |
| 2 | GS |
Goldman Sachs Group Inc
|
37,388 | $37,813,101 | |
| 3 | EVR |
Evercore Inc.
This page
|
41,232 | $14,078,254 | |
| 4 | WULF |
Terawulf Inc.
|
541,248 | $13,368,825 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
113,754 | $11,407,251 | |
| 6 | MS |
Morgan Stanley
|
39,129 | $8,179,526 | |
| 7 | HUT |
Hut 8 Corp.
|
57,695 | $6,660,599 | |
| 8 | TW |
Tradeweb Markets Inc.
|
47,481 | $4,731,956 |
All Filings in EVR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,078,254 | 41,232 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,173,237 | 40,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,851,577 | 40,710 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,755,909 | 40,780 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $10,962,812 | 40,600 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $7,949,055 | 39,801 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,103,677 | 40,058 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,290,603 | 44,567 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,097,552 | 43,648 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $870,505 | 4,520 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $671,200 | 3,924 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $465,207 | 3,374 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $259,291 | 2,098 | Shares | Defined | 2023-08-14 | |
| 2021-09-30 | $433,491 | 3,243 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $358,259 | 2,545 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $410,633 | 3,117 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $351,396 | 3,205 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $207,180 | 3,165 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||