Position in EVR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,002,173
+$743,920 QoQ
Shares Held
17,579
-0.2% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#180
of 702 holders
Holding Since
Mar 2020
26 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, 2026AMALGAMATED BANK holds $178,936,360 across 30 Capital Markets names. EVR ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50,581 | $51,156,105 | |
| 2 | MS |
Morgan Stanley
|
203,238 | $42,484,871 | |
| 3 | SCHW |
Schwab Charles Corp
|
285,274 | $26,322,231 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
153,102 | $15,353,068 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
81,030 | $7,052,851 | |
| 6 | EVR |
Evercore Inc.
This page
|
17,579 | $6,002,173 | |
| 7 | SF |
Stifel Financial Corp
|
67,703 | $4,723,638 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
71,849 | $3,591,013 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,002,173 | 17,579 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,258,253 | 17,615 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,907,760 | 17,363 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,041,738 | 17,911 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,541,736 | 16,820 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,307,962 | 16,563 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,758,797 | 17,168 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,424,836 | 17,466 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,739,859 | 17,943 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,564,383 | 23,700 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,504,259 | 26,333 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,566,679 | 25,868 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,938,846 | 23,779 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,848,155 | 24,685 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,473,652 | 31,845 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,135,045 | 25,958 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,746,891 | 29,344 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,986,270 | 26,826 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $3,786,411 | 27,872 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,569,107 | 34,182 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,357,846 | 38,061 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $651,849 | 4,948 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $577,473 | 5,267 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $343,599 | 5,249 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $311,215 | 5,282 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $433,793 | 9,418 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||