Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,445,868
+$4,388,857 QoQ
Shares Held
218,035
-7.1% QoQ
Ownership
0.567%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#35
of 707 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $15,600,707,082 across 48 Capital Markets names. EVR ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,680,811 | $6,756,771,817 | |
| 2 | MS |
Morgan Stanley
|
16,651,161 | $3,480,758,693 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,993,144 | $1,475,687,393 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,640,064 | $665,865,613 | |
| 5 | IREN |
IREN Ltd
|
14,211,325 | $649,883,890 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,954,055 | $518,240,943 | |
| 7 | FUTU |
Futu Holdings Ltd
|
3,044,995 | $285,437,828 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
815,663 | $229,755,952 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,445,868 | 218,035 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $70,057,011 | 234,689 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $82,207,800 | 241,610 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $89,361,462 | 264,916 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $75,233,510 | 278,622 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $58,992,892 | 295,378 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $52,311,571 | 188,721 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $51,261,320 | 202,342 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $39,011,423 | 187,168 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $42,408,508 | 220,201 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $28,958,079 | 169,296 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $31,572,035 | 228,982 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $39,208,553 | 317,247 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $39,005,244 | 338,059 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $34,142,583 | 313,005 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $23,176,650 | 281,783 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $29,810,757 | 318,457 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $38,738,133 | 347,989 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $41,545,509 | 305,819 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $34,824,774 | 260,528 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $34,809,321 | 247,278 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $39,077,770 | 296,628 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $37,620,003 | 343,123 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $20,305,819 | 310,202 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $17,142,006 | 290,937 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,148,249 | 198,616 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||