Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,406,424
+$5,674,966 QoQ
Shares Held
56,837
+23.6% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#93
of 707 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. EVR ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,406,424 | 56,837 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $13,731,458 | 46,000 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $15,937,989 | 46,842 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,860,937 | 49,985 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,123,818 | 56,010 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,639,880 | 58,281 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $21,551,520 | 77,750 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,087,408 | 59,554 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,185,603 | 53,666 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,896,210 | 66,962 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $11,472,663 | 67,072 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,930,986 | 79,279 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,008,193 | 80,979 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $16,036,319 | 138,987 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $16,322,947 | 149,642 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,310,027 | 149,666 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,968,366 | 170,584 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $30,547,764 | 274,414 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $35,084,755 | 258,261 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $75,766,426 | 566,817 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $88,537,992 | 628,955 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $74,411,097 | 564,833 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $48,722,697 | 444,388 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $37,374,842 | 570,957 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $42,227,842 | 716,698 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $29,922,091 | 649,633 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||