Position in EVR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$986,078
New position
Shares Held
2,888
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#49
of 144 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, 2026NOVEM GROUP holds $5,028,944 across 7 Capital Markets names. EVR ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
16,196 | $1,409,699 | |
| 2 | MC |
Moelis & Co
|
15,858 | $1,037,429 | |
| 3 | EVR |
Evercore Inc.
This page
|
2,888 | $986,078 | |
| 4 | SCHW |
Schwab Charles Corp
|
7,125 | $657,422 | |
| 5 | GS |
Goldman Sachs Group Inc
|
532 | $538,048 | |
| 6 | MS |
Morgan Stanley
|
1,879 | $392,785 | |
| 7 | DEFT |
Defi Technologies, Inc.
|
14,560 | $7,483 |
All Filings in EVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,078 | 2,888 | Shares | Defined | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||