Position in EVR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,833,238
+$585,723 QoQ
Shares Held
20,013
-4.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#170
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIFTH THIRD BANCORP holds $801,712,852 across 39 Capital Markets names. EVR ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,807,355 | $377,809,489 | |
| 2 | GS |
Goldman Sachs Group Inc
|
294,697 | $298,047,704 | |
| 3 | SCHW |
Schwab Charles Corp
|
433,329 | $39,983,266 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
330,843 | $28,796,574 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
138,435 | $13,882,261 | |
| 6 | EVR |
Evercore Inc.
This page
|
20,013 | $6,833,238 | |
| 7 | SF |
Stifel Financial Corp
|
71,063 | $4,958,065 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
34,200 | $4,587,246 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,833,238 | 20,013 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $6,247,515 | 20,929 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $3,139,486 | 9,227 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,119,535 | 9,248 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,572,480 | 9,527 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,419,609 | 7,108 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,933,123 | 6,974 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $1,811,634 | 7,151 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $1,489,023 | 7,144 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,370,277 | 7,115 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,218,218 | 7,122 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $993,425 | 7,205 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $874,646 | 7,077 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $811,121 | 7,030 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $762,578 | 6,991 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $627,896 | 7,634 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $732,217 | 7,822 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $855,160 | 7,682 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $1,454,410 | 10,706 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $1,382,682 | 10,344 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $1,448,241 | 10,288 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $6,683,433 | 50,732 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $1,234,327 | 11,258 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $749,255 | 11,446 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $2,452,957 | 41,632 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,025,099 | 109,099 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||