Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,004,330
+$1,041,329 QoQ
Shares Held
8,799
+33.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#238
of 706 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MAI Capital Management holds $143,175,293 across 21 Capital Markets names. EVR ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
55,352 | $55,981,351 | |
| 2 | MS |
Morgan Stanley
|
210,130 | $43,925,574 | |
| 3 | SCHW |
Schwab Charles Corp
|
314,932 | $29,058,775 | |
| 4 | EVR |
Evercore Inc.
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|
8,799 | $3,004,330 | |
| 5 | PJT |
PJT Partners Inc.
|
14,567 | $2,198,742 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
20,557 | $2,061,455 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
3,552 | $1,000,527 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
19,377 | $968,462 |
All Filings in EVR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,004,330 | 8,799 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,963,001 | 6,576 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,865,931 | 5,484 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,865,042 | 5,529 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $68,855 | 255 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,173 | 96 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,768 | 111 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $557,341 | 2,674 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $546,377 | 2,837 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $489,203 | 2,860 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $394,750 | 2,863 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $354,950 | 2,872 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $682,126 | 5,912 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $632,882 | 5,802 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $258,100 | 3,138 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||