Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,172,180
+$2,409,130 QoQ
Shares Held
29,792
+14.6% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#140
of 706 holders
Holding Since
Jun 2024
9 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, 2026JONES FINANCIAL COMPANIES LLLP holds $745,384,896 across 44 Capital Markets names. EVR ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
170,305 | $172,241,367 | |
| 2 | MS |
Morgan Stanley
|
794,874 | $166,160,460 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,582,419 | $146,009,800 | |
| 4 | MC |
Moelis & Co
|
1,709,578 | $111,840,592 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
578,028 | $50,311,556 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
290,735 | $38,996,285 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
265,962 | $26,670,669 | |
| 8 | EVR |
Evercore Inc.
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|
29,792 | $10,172,180 |
All Filings in EVR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,172,180 | 29,792 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,763,050 | 26,006 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $578,765 | 1,701 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $425,022 | 1,260 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $217,095 | 804 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $213,101 | 1,067 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $250,579 | 904 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $236,872 | 935 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $130,268 | 625 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||