Position in EVR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$770,971
+$89,772 QoQ
Shares Held
2,258
-1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#364
of 702 holders
Holding Since
Dec 2025
3 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, 2026JMN Financial LLC holds $986,905 across 2 Capital Markets names. EVR ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
2,258 | $770,971 | |
| 2 | OPY |
Oppenheimer Holdings Inc
|
2,046 | $215,934 |
All Filings in EVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,971 | 2,258 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $681,199 | 2,282 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $759,438 | 2,232 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||