Position in EVR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,622,276
+$1,897,716 QoQ
Shares Held
34,039
+4.5% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#129
of 703 holders
Holding Since
Jun 2025
5 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, 2026PINNACLE ASSOCIATES LTD holds $145,284,802 across 6 Capital Markets names. EVR ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
447,409 | $93,526,377 | |
| 2 | GS |
Goldman Sachs Group Inc
|
36,646 | $37,062,665 | |
| 3 | EVR |
Evercore Inc.
This page
|
34,039 | $11,622,276 | |
| 4 | SCHW |
Schwab Charles Corp
|
25,749 | $2,375,860 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
7,412 | $370,451 | |
| 6 | LAZ |
Lazard, Inc.
|
7,801 | $327,173 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,622,276 | 34,039 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,724,560 | 32,577 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,360,968 | 21,634 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,321,530 | 21,705 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,384,198 | 19,940 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||