Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$242,422
+$176,268 QoQ
Shares Held
710
+189.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#530
of 703 holders
Holding Since
Sep 2023
3 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, 2026WESTPAC BANKING CORP holds $12,854,334 across 9 Capital Markets names. EVR ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,443 | $5,504,886 | |
| 2 | TW |
Tradeweb Markets Inc.
|
24,249 | $2,416,653 | |
| 3 | MS |
Morgan Stanley
|
10,021 | $2,094,789 | |
| 4 | SCHW |
Schwab Charles Corp
|
18,811 | $1,735,690 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,915 | $392,596 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
2,194 | $248,997 | |
| 7 | EVR |
Evercore Inc.
This page
|
710 | $242,422 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
1,664 | $144,834 |
All Filings in EVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,422 | 710 | Shares | Defined | 2026-08-12 | |
| 2025-06-30 | $66,154 | 245 | Shares | Defined | 2025-08-11 | |
| 2023-09-30 | $179,244 | 1,300 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||