Position in EVR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$217,155
New position
Shares Held
636
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#547
of 703 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Investment Research Partners LLC holds $647,777 across 2 Capital Markets names. EVR ranks #2 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,060 | $430,622 | |
| 2 | EVR |
Evercore Inc.
This page
|
636 | $217,155 |
All Filings in EVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,155 | 636 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||