Position in EVR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$296,369
+$30,397 QoQ
Shares Held
868
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#486
of 702 holders
Holding Since
Dec 2024
7 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, 2026NORDEN GROUP LLC holds $10,053,792 across 11 Capital Markets names. EVR ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,722 | $3,077,486 | |
| 2 | SCHW |
Schwab Charles Corp
|
28,238 | $2,605,520 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,422 | $1,438,168 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,150 | $616,722 | |
| 5 | PJT |
PJT Partners Inc.
|
3,607 | $544,440 | |
| 6 | MRX |
Marex Group Ltd
|
7,013 | $427,442 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,805 | $331,187 | |
| 8 | EVR |
Evercore Inc.
This page
|
868 | $296,369 |
All Filings in EVR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,369 | 868 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $265,972 | 891 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $330,382 | 971 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $333,272 | 988 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $286,491 | 1,061 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $255,841 | 1,281 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $212,050 | 765 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||