Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,148,296
+$2,761,591 QoQ
Shares Held
56,081
+2.2% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 707 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legal & General Group Plc holds $5,521,866,523 across 46 Capital Markets names. EVR ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,948,308 | $1,970,460,261 | |
| 2 | MS |
Morgan Stanley
|
7,494,442 | $1,566,638,155 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,403,634 | $867,673,308 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,240,596 | $425,246,966 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,286,593 | $199,025,053 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
283,459 | $79,844,729 | |
| 7 | IREN |
IREN Ltd
|
1,321,600 | $60,436,767 | |
| 8 | XP |
XP Inc.
|
2,806,911 | $45,640,371 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,148,296 | 56,081 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,386,705 | 54,895 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $20,369,065 | 59,865 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $23,070,325 | 68,393 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,322,746 | 67,857 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $14,370,851 | 71,955 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $19,312,658 | 69,673 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,810,561 | 70,303 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $14,322,683 | 68,717 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $14,458,886 | 75,076 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $13,086,351 | 76,506 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $10,765,532 | 78,079 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,294,428 | 83,295 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,005,754 | 78,053 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,522,528 | 78,131 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,428,166 | 78,154 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,700,264 | 82,259 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $8,922,520 | 80,152 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,871,523 | 87,387 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,712,298 | 87,621 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,116,354 | 86,072 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,586,740 | 103,133 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,288,972 | 102,964 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,316,758 | 96,498 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,315,408 | 90,214 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,665,132 | 79,573 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||