Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,054,491
+$470,257 QoQ
Shares Held
20,661
-6.3% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#165
of 703 holders
Holding Since
Mar 2020
26 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, 2026Thrivent Financial for Lutherans holds $882,085,720 across 24 Capital Markets names. EVR ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,775,349 | $371,118,953 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,891,980 | $189,727,753 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,978,758 | $182,579,998 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
345,248 | $46,308,113 | |
| 5 | GS |
Goldman Sachs Group Inc
|
18,450 | $18,659,774 | |
| 6 | BGC |
BGC Group, Inc.
|
982,949 | $10,507,724 | |
| 7 | SNEX |
StoneX Group Inc.
|
118,388 | $9,352,612 | |
| 8 | EVR |
Evercore Inc.
This page
|
20,661 | $7,054,491 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,054,491 | 20,661 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,584,234 | 22,057 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $7,891,758 | 23,194 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $7,225,057 | 21,419 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $5,319,663 | 19,701 | Shares | Defined | 2025-08-26 | |
| 2025-03-31 | $12,075,669 | 60,463 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $8,281,604 | 29,877 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,771,561 | 54,360 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $12,795,933 | 61,392 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,260,471 | 63,661 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,884,423 | 63,633 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,881,953 | 64,418 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,125,410 | 9,106 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,088,033 | 9,430 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,038,114 | 9,517 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $783,924 | 9,531 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $996,946 | 10,650 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,135,018 | 10,196 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,400,197 | 17,668 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $14,687,258 | 109,877 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $56,994,816 | 404,879 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $50,010,084 | 379,612 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $45,187,358 | 412,143 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $25,356,257 | 387,355 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $22,657,154 | 384,541 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $470,410 | 10,213 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||