Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$286,126
+$45,229 QoQ
Shares Held
838
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#499
of 703 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Inscription Capital, LLC holds $13,817,697 across 7 Capital Markets names. EVR ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,191 | $9,295,501 | |
| 2 | MS |
Morgan Stanley
|
9,691 | $2,025,806 | |
| 3 | BGC |
BGC Group, Inc.
|
120,266 | $1,285,643 | |
| 4 | SCHW |
Schwab Charles Corp
|
4,331 | $399,621 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,001 | $300,940 | |
| 6 | EVR |
Evercore Inc.
This page
|
838 | $286,126 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
4,483 | $224,060 |
All Filings in EVR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,126 | 838 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $240,897 | 807 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $313,370 | 921 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $314,044 | 931 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||