Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$40,237,335
+$265,954 QoQ
Shares Held
117,846
-12.0% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 707 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, 2026FRANKLIN RESOURCES INC holds $7,978,000,152 across 41 Capital Markets names. EVR ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
36,476,735 | $3,365,708,333 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,945,312 | $1,967,430,191 | |
| 3 | MS |
Morgan Stanley
|
8,358,992 | $1,747,363,683 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,600,614 | $260,789,568 | |
| 5 | TW |
Tradeweb Markets Inc.
|
1,166,645 | $116,267,840 | |
| 6 | XP |
XP Inc.
|
4,470,393 | $72,688,588 | |
| 7 | HUT |
Hut 8 Corp.
|
590,099 | $68,123,977 | |
| 8 | EVR |
Evercore Inc.
This page
|
117,846 | $40,237,335 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,237,335 | 117,846 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $39,971,381 | 133,903 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $51,920,447 | 152,595 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $51,959,757 | 154,037 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $39,079,452 | 144,728 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $30,209,445 | 151,259 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $59,572,840 | 214,917 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $56,588,301 | 223,369 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $47,164,998 | 226,287 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $44,103,107 | 229,000 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $41,404,190 | 242,059 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $45,799,735 | 332,171 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $42,481,342 | 343,728 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $37,836,677 | 327,931 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $37,536,062 | 344,115 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $28,538,774 | 346,976 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,559,521 | 347,821 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $39,892,967 | 358,363 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $52,055,952 | 383,187 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $47,605,098 | 356,139 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $49,759,660 | 353,482 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $46,453,631 | 352,616 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $40,737,289 | 371,555 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $23,149,011 | 353,636 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $17,385,759 | 295,074 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,240,611 | 222,332 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||