Position in EVR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$251,641
+$60,595 QoQ
Shares Held
737
+15.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#520
of 701 holders
Holding Since
Dec 2020
17 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, 2026CENTRAL TRUST Co holds $14,512,369 across 20 Capital Markets names. EVR ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
27,615 | $5,772,638 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
41,426 | $3,605,718 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,636 | $2,665,970 | |
| 4 | SCHW |
Schwab Charles Corp
|
14,059 | $1,297,223 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,985 | $399,615 | |
| 6 | EVR |
Evercore Inc.
This page
|
737 | $251,641 | |
| 7 | IREN |
IREN Ltd
|
4,229 | $193,392 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
338 | $95,207 |
All Filings in EVR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,641 | 737 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $191,046 | 640 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $234,432 | 689 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $37,105 | 110 | Shares | Sole | 2025-11-06 | |
| 2023-12-31 | $3,421 | 20 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,757 | 20 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,202 | 34 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,922 | 34 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,708 | 34 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,796 | 34 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $3,182 | 34 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $9,573 | 86 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $37,494 | 276 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $42,239 | 316 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $79,816 | 567 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $72,720 | 552 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $79,708 | 727 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||