Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$232,520
+$33,116 QoQ
Shares Held
681
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#536
of 703 holders
Holding Since
Dec 2022
15 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, 2026Hamilton Capital Partners Inc. holds $24,244,773 across 8 Capital Markets names. EVR ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
84,573 | $7,803,550 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,520 | $7,605,502 | |
| 3 | MS |
Morgan Stanley
|
35,686 | $7,459,801 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,608 | $452,941 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
2,250 | $301,792 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
5,455 | $272,640 | |
| 7 | EVR |
Evercore Inc.
This page
|
681 | $232,520 | |
| 8 | SF |
Stifel Financial Corp
|
1,663 | $116,027 |
All Filings in EVR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,520 | 681 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $199,404 | 668 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $227,287 | 668 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $433,118 | 1,284 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $456,333 | 1,690 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $253,844 | 1,271 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $362,287 | 1,307 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $320,728 | 1,266 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $263,872 | 1,266 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $322,780 | 1,676 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $431,730 | 2,524 | Shares | Sole | 2026-08-14 | |
| 2023-09-30 | $217,023 | 1,574 | Shares | Sole | 2026-08-14 | |
| 2023-06-30 | $180,070 | 1,457 | Shares | Sole | 2026-08-14 | |
| 2023-03-31 | $253,489 | 2,197 | Shares | Sole | 2026-08-14 | |
| 2022-12-31 | $458,899 | 4,207 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||