Position in EVR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,371,922
+$1,173,338 QoQ
Shares Held
30,377
-1.4% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#137
of 702 holders
Holding Since
Jun 2020
17 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, 2026BOKF, NA holds $63,119,048 across 14 Capital Markets names. EVR ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
108,364 | $22,652,409 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,852 | $19,066,346 | |
| 3 | EVR |
Evercore Inc.
This page
|
30,377 | $10,371,922 | |
| 4 | SCHW |
Schwab Charles Corp
|
63,347 | $5,845,027 | |
| 5 | OPY |
Oppenheimer Holdings Inc
|
23,850 | $2,517,129 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
10,547 | $1,414,669 | |
| 7 | TW |
Tradeweb Markets Inc.
|
5,987 | $596,664 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,913 | $467,127 |
All Filings in EVR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,371,922 | 30,377 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,198,584 | 30,815 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,769,922 | 37,531 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,711,382 | 40,648 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,372,161 | 42,116 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,319,537 | 36,649 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $506 | 2 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $649,027 | 3,370 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $584,477 | 3,417 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $569,857 | 4,133 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $508,696 | 4,116 | Shares | Defined | 2023-08-21 | |
| 2021-12-31 | $3,034,208 | 22,335 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $2,931,515 | 21,931 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $6,070,447 | 46,079 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $5,647,336 | 51,508 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,355,020 | 51,253 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $2,764,938 | 46,927 | Shares | Other | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||