Position in EVR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$189,839
+$26,257 QoQ
Shares Held
556
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#566
of 703 holders
Holding Since
Jun 2022
17 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, 2026Blue Trust, Inc. holds $9,861,016 across 28 Capital Markets names. EVR ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,408 | $3,446,748 | |
| 2 | MS |
Morgan Stanley
|
14,316 | $2,992,616 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,516 | $1,431,660 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
3,926 | $526,594 | |
| 5 | SF |
Stifel Financial Corp
|
4,456 | $310,894 | |
| 6 | EVR |
Evercore Inc.
This page
|
556 | $189,839 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
3,069 | $153,387 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,298 | $130,163 |
All Filings in EVR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,839 | 556 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $163,582 | 548 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $295,336 | 868 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $302,576 | 897 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $267,859 | 992 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $262,232 | 1,313 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $304,909 | 1,100 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $460,825 | 1,819 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $279,295 | 1,340 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $194,900 | 1,012 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $180 | 1,305 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $135 | 1,090 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $54,379 | 440 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $201,338 | 1,745 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $82 | 993 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $16,943 | 206 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $14,696 | 157 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||