Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,623,395
+$2,793,385 QoQ
Shares Held
63,330
+0.4% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#84
of 703 holders
Holding Since
Mar 2020
26 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, 2026Treasurer of the State of North Carolina holds $494,682,531 across 21 Capital Markets names. EVR ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
122,832 | $124,228,599 | |
| 2 | MS |
Morgan Stanley
|
477,403 | $99,796,323 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,042,577 | $96,198,579 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
586,375 | $51,038,080 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
327,244 | $32,816,028 | |
| 6 | EVR |
Evercore Inc.
This page
|
63,330 | $21,623,395 | |
| 7 | SF |
Stifel Financial Corp
|
162,693 | $11,351,090 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
34,094 | $9,603,597 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,623,395 | 63,330 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,830,010 | 63,080 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,780,433 | 58,135 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,020,279 | 59,351 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,412,933 | 68,191 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,819,239 | 34,144 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,618,539 | 16,662 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,187,963 | 16,531 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,432,425 | 16,468 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,121,306 | 16,207 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,753,220 | 16,096 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $3,868,637 | 28,058 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,453,598 | 27,944 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,304,137 | 28,637 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,980,283 | 27,322 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,398,414 | 17,002 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,626,099 | 17,371 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,561,596 | 14,028 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,876,088 | 13,810 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,863,359 | 13,940 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,958,251 | 13,911 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,907,726 | 14,481 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,592,082 | 14,521 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $947,926 | 14,481 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $854,398 | 14,501 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $736,315 | 15,986 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||