Position in EVR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$633,371
New position
Shares Held
1,855
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#392
of 703 holders
Holding Since
Jun 2026
1 quarter on record
Position in Capital Markets
Financial Services · as of Jun 30, 2026iA Global Asset Management Inc. holds $38,579,711 across 9 Capital Markets names. EVR ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
114,454 | $23,925,464 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
103,220 | $8,984,268 | |
| 3 | SCHW |
Schwab Charles Corp
|
26,386 | $2,434,636 | |
| 4 | FUTU |
Futu Holdings Ltd
|
11,242 | $1,053,825 | |
| 5 | GS |
Goldman Sachs Group Inc
|
682 | $689,754 | |
| 6 | EVR |
Evercore Inc.
This page
|
1,855 | $633,371 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
2,687 | $360,407 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
2,980 | $298,834 |
All Filings in EVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,371 | 1,855 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||