Position in EVR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,872,798
+$204,128 QoQ
Shares Held
5,485
-1.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#285
of 703 holders
Holding Since
Dec 2020
23 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, 2026VALLEY NATIONAL ADVISERS INC holds $5,765,919 across 9 Capital Markets names. EVR ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
23,901 | $2,205,345 | |
| 2 | EVR |
Evercore Inc.
This page
|
5,485 | $1,872,798 | |
| 3 | GS |
Goldman Sachs Group Inc
|
888 | $898,096 | |
| 4 | MS |
Morgan Stanley
|
2,688 | $561,899 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
3,341 | $209,246 | |
| 6 | IREN |
IREN Ltd
|
190 | $8,688 | |
| 7 | WULF |
Terawulf Inc.
|
200 | $4,940 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
42 | $4,211 |
All Filings in EVR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,872,798 | 5,485 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,668,670 | 5,590 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,916,628 | 5,633 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,908,219 | 5,657 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,559,905 | 5,777 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,222,086 | 6,119 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,705,826 | 6,154 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,733,858 | 6,844 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,599,121 | 12,470 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,485,758 | 12,907 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,325,082 | 13,593 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,980,507 | 14,364 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,885,488 | 15,256 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,854,040 | 16,069 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,002 | 15,845 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,347,501 | 16,383 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,440,564 | 15,389 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,596,996 | 14,346 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $848,247 | 6,244 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $729,036 | 5,454 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $754,104 | 5,357 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $705,731 | 5,357 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $589,205 | 5,374 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||