Position in EVR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25,518,884
-$15,081,461 QoQ
Shares Held
74,739
-45.0% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#6
of 228 holders
Holding Since
Mar 2024
10 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, 2026TD Waterhouse Canada Inc. holds $351,454,240 across 28 Capital Markets names. EVR ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
146,204 | $147,866,339 | |
| 2 | MS |
Morgan Stanley
|
583,289 | $121,930,732 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
516,646 | $44,968,867 | |
| 4 | EVR |
Evercore Inc.
This page
|
74,739 | $25,518,884 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
53,324 | $5,347,330 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
7,753 | $2,183,865 | |
| 7 | SCHW |
Schwab Charles Corp
|
15,634 | $1,442,549 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
9,870 | $618,158 |
All Filings in EVR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,518,884 | 74,739 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $40,600,345 | 136,010 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,596,097 | 13,508 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $4,226,282 | 12,529 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,708,686 | 6,328 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,218,092 | 6,099 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $3,955,224 | 14,269 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,579,507 | 10,182 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,886,916 | 9,053 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $1,551,312 | 8,055 | Shares | Defined | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||