Position in EVR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,221,719
+$782,270 QoQ
Shares Held
18,222
0.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#177
of 706 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $108,992,919 across 14 Capital Markets names. EVR ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
135,636 | $28,353,348 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,668 | $21,914,364 | |
| 3 | SCHW |
Schwab Charles Corp
|
206,143 | $19,020,814 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
46,399 | $13,069,669 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
79,565 | $6,925,337 | |
| 6 | EVR |
Evercore Inc.
This page
|
18,222 | $6,221,719 | |
| 7 | MC |
Moelis & Co
|
71,989 | $4,709,520 | |
| 8 | SNEX |
StoneX Group Inc.
|
38,976 | $3,079,104 |
All Filings in EVR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,221,719 | 18,222 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $5,439,449 | 18,222 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $6,200,035 | 18,222 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $6,146,645 | 18,222 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,920,304 | 18,222 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,283,396 | 16,440 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,073,584 | 14,696 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,723,084 | 14,696 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,063,087 | 14,696 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,830,302 | 14,696 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,398,379 | 25,714 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,121,189 | 22,637 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,240,216 | 42,400 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,279,908 | 19,760 | Shares | Defined | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||