Position in EVR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$32,274,616
+$3,953,779 QoQ
Shares Held
94,525
-0.4% QoQ
Ownership
0.246%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#63
of 706 holders
Holding Since
Sep 2024
8 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, 2026IEQ CAPITAL, LLC holds $236,183,794 across 21 Capital Markets names. EVR ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
609,846 | $61,155,356 | |
| 2 | GS |
Goldman Sachs Group Inc
|
41,734 | $42,208,515 | |
| 3 | EVR |
Evercore Inc.
This page
|
94,525 | $32,274,616 | |
| 4 | SCHW |
Schwab Charles Corp
|
195,776 | $18,064,250 | |
| 5 | MS |
Morgan Stanley
|
77,021 | $16,100,469 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
305,363 | $15,262,042 | |
| 7 | IREN |
IREN Ltd
|
325,930 | $14,904,778 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
219,996 | $13,778,349 |
All Filings in EVR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,274,616 | 94,525 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $28,320,837 | 94,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,195,852 | 74,051 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,947,328 | 76,922 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $14,774,414 | 54,716 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,164,962 | 15,847 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,968,427 | 10,709 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $396,730 | 1,566 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||