Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$731,023
+$116,690 QoQ
Shares Held
2,141
+4.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#374
of 703 holders
Holding Since
Jun 2025
5 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, 2026Kera Capital Partners, Inc. holds $8,107,279 across 9 Capital Markets names. EVR ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MARA |
MARA Holdings, Inc.
|
137,947 | $1,916,083 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,573 | $1,590,885 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
|
48,919 | $1,502,302 | |
| 4 | EVR |
Evercore Inc.
This page
|
2,141 | $731,023 | |
| 5 | MS |
Morgan Stanley
|
3,453 | $721,815 | |
| 6 | SCHW |
Schwab Charles Corp
|
6,285 | $579,916 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
5,234 | $524,865 | |
| 8 | IREN |
IREN Ltd
|
6,772 | $309,683 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,023 | 2,141 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $614,333 | 2,058 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $712,823 | 2,095 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $573,781 | 1,701 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $388,288 | 1,438 | Shares | Sole | 2025-07-01 | |
| No filing history on record for this holder in this stock. | ||||||