Position in EVR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,360,374
+$1,989,924 QoQ
Shares Held
6,913
+457.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#263
of 702 holders
Holding Since
Jun 2023
10 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, 2026Jefferies Financial Group Inc. holds $111,281,128 across 22 Capital Markets names. EVR ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
1,327,205 | $60,693,084 | |
| 2 | CLSK |
Cleanspark, Inc.
|
1,443,286 | $20,999,811 | |
| 3 | GS |
Goldman Sachs Group Inc
|
8,443 | $8,538,996 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
47,341 | $4,747,355 | |
| 5 | EVR |
Evercore Inc.
This page
|
6,913 | $2,360,374 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
37,464 | $2,346,370 | |
| 7 | SCHW |
Schwab Charles Corp
|
23,288 | $2,148,783 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
24,405 | $2,124,211 |
All Filings in EVR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,360,374 | 6,913 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $370,450 | 1,241 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,816,249 | 8,277 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $294,143 | 872 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $214,935 | 796 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $7,020,357 | 35,151 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $283,565 | 1,023 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $432,958 | 1,709 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $275,732 | 1,612 | Shares | Defined | 2024-05-06 | |
| 2023-06-30 | $202,811 | 1,641 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||