Position in EVR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$206,912
New position
Shares Held
606
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#555
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, 2026Claro Advisors Inc. holds $3,229,366 across 7 Capital Markets names. EVR ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,235 | $885,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
561 | $567,378 | |
| 3 | LAZ |
Lazard, Inc.
|
11,951 | $501,224 | |
| 4 | SCHW |
Schwab Charles Corp
|
5,160 | $476,113 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,649 | $368,008 | |
| 6 | PJT |
PJT Partners Inc.
|
1,487 | $224,447 | |
| 7 | EVR |
Evercore Inc.
This page
|
606 | $206,912 |
All Filings in EVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,912 | 606 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||