Position in EVR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$328,465
+$40,403 QoQ
Shares Held
962
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#481
of 706 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, 2026Moody Aldrich Partners LLC holds $30,303,558 across 7 Capital Markets names. EVR ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIOT |
Riot Platforms, Inc.
|
300,390 | $8,224,678 | |
| 2 | HUT |
Hut 8 Corp.
|
59,916 | $6,917,002 | |
| 3 | MRX |
Marex Group Ltd
|
109,733 | $6,688,226 | |
| 4 | PIPR |
Piper Sandler Companies
|
72,085 | $5,214,628 | |
| 5 | BGC |
BGC Group, Inc.
|
253,999 | $2,715,249 | |
| 6 | EVR |
Evercore Inc.
This page
|
962 | $328,465 | |
| 7 | SF |
Stifel Financial Corp
|
3,086 | $215,310 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,465 | 962 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $288,062 | 965 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $335,826 | 987 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $333,609 | 989 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $267,859 | 992 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $202,316 | 1,013 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $692,143 | 2,497 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $635,376 | 2,508 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,800,654 | 32,628 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $11,773,026 | 61,130 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,499,349 | 67,228 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $11,121,538 | 80,661 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,545,136 | 69,141 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,449,049 | 55,894 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $5,312,741 | 48,705 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,451,712 | 17,650 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $6,050,482 | 64,635 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $12,810,260 | 115,076 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $13,058,173 | 96,122 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $14,997,640 | 112,199 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $13,714,939 | 97,428 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $14,390,750 | 109,236 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,700,675 | 70,236 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $980,918 | 14,985 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $882,916 | 14,985 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $433,700 | 9,416 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||