Position in EVR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$565,083
+$76,423 QoQ
Shares Held
1,655
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#407
of 703 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $13,147,147 across 7 Capital Markets names. EVR ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,368 | $4,417,664 | |
| 2 | SCHW |
Schwab Charles Corp
|
37,835 | $3,491,035 | |
| 3 | PJT |
PJT Partners Inc.
|
16,141 | $2,436,322 | |
| 4 | MS |
Morgan Stanley
|
7,894 | $1,650,161 | |
| 5 | EVR |
Evercore Inc.
This page
|
1,655 | $565,083 | |
| 6 | WULF |
Terawulf Inc.
|
21,380 | $528,086 | |
| 7 | GEMI |
Gemini Space Station, Inc.
|
13,802 | $58,796 |
All Filings in EVR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,083 | 1,655 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $488,660 | 1,637 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $490,300 | 1,441 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $471,236 | 1,397 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||