Position in EVR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$538,109
+$66,165 QoQ
Shares Held
1,576
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#410
of 703 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $79,142,721 across 13 Capital Markets names. EVR ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
46,924 | $47,457,525 | |
| 2 | MS |
Morgan Stanley
|
69,062 | $14,436,720 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
88,257 | $8,850,411 | |
| 4 | SCHW |
Schwab Charles Corp
|
50,667 | $4,675,043 | |
| 5 | EVR |
Evercore Inc.
This page
|
1,576 | $538,109 | |
| 6 | TW |
Tradeweb Markets Inc.
|
5,272 | $525,407 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
10,369 | $518,242 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
5,953 | $518,149 |
All Filings in EVR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,109 | 1,576 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $471,944 | 1,581 | Shares | Defined | 2026-05-01 | |
| 2020-06-30 | $2,121 | 36 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,658 | 36 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||