Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,010,601
+$620,679 QoQ
Shares Held
26,390
-6.1% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#148
of 703 holders
Holding Since
Mar 2021
6 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, 2026FIL Ltd holds $681,914,305 across 13 Capital Markets names. EVR ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,644,681 | $343,804,114 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
1,581,220 | $137,629,387 | |
| 3 | SCHW |
Schwab Charles Corp
|
737,623 | $68,060,474 | |
| 4 | TW |
Tradeweb Markets Inc.
|
591,080 | $58,907,031 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
286,908 | $28,771,133 | |
| 6 | FUTU |
Futu Holdings Ltd
|
231,824 | $21,731,180 | |
| 7 | XP |
XP Inc.
|
719,544 | $11,699,785 | |
| 8 | EVR |
Evercore Inc.
This page
|
26,390 | $9,010,601 |
All Filings in EVR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,010,601 | 26,390 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,389,922 | 28,106 | Shares | Defined | 2026-05-15 | |
| 2021-12-31 | $19,570,279 | 144,058 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,256,232 | 144,058 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,477,278 | 152,570 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $17,021,071 | 129,202 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||