Position in EVR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,440,072
+$5,121,162 QoQ
Shares Held
51,078
+23.8% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#98
of 707 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PANAGORA ASSET MANAGEMENT INC holds $335,104,316 across 15 Capital Markets names. EVR ranks #9 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
945,321 | $82,280,739 | |
| 2 | SCHW |
Schwab Charles Corp
|
639,468 | $59,003,712 | |
| 3 | TW |
Tradeweb Markets Inc.
|
344,567 | $34,339,547 | |
| 4 | ETOR |
eToro Group Ltd.
|
798,253 | $31,507,045 | |
| 5 | MS |
Morgan Stanley
|
148,130 | $30,965,095 | |
| 6 | GS |
Goldman Sachs Group Inc
|
29,721 | $30,058,927 | |
| 7 | BGC |
BGC Group, Inc.
|
2,320,440 | $24,805,503 | |
| 8 | SF |
Stifel Financial Corp
|
333,795 | $23,288,877 |
All Filings in EVR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,440,072 | 51,078 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,318,910 | 41,268 | Shares | Sole | 2026-05-14 | |
| 2022-12-31 | $12,736,180 | 116,760 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,440,285 | 224,198 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,251,997 | 227,027 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,966,281 | 152,410 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,317,342 | 127,474 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $465,973 | 3,486 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $147,526 | 1,048 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $130,422 | 990 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $10,086 | 92 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,742 | 103 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,068 | 103 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $15,614 | 339 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||