MAI Capital Management

Position in EVR — Evercore Inc.

CIK 1040197 INDEPENDENCE, OH

Position in EVR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,963,001

+$97,070 QoQ

Shares Held

6,576

+19.9% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

MAI Capital Management holds $78,160,357 across 49 Capital Markets names. EVR ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	35,028	$29,633,337
2	MS	Morgan Stanley	160,603	$26,430,435
3	SCHW	Schwab Charles Corp	148,811	$13,985,257
4	PJT	PJT Partners Inc.	15,862	$2,216,238
5	EVR	Evercore Inc. This page	6,576	$1,963,001
6	LPLA	LPL Financial Holdings Inc.	3,585	$1,078,475
7	SF	Stifel Financial Corp	5,747	$424,818
8	HOOD	Robinhood Markets, Inc.	5,729	$397,019

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,963,001	6,576	+19.9%	Shares	Sole	2026-05-15
2025-12-31	$1,865,931	5,484	-0.8%	Shares	Sole	2026-02-13
2025-09-30	$1,865,042	5,529	+2068.2%	Shares	Sole	2025-11-10
2025-06-30	$68,855	255	+165.6%	Shares	Sole	2025-08-12
2025-03-31	$19,173	96	-13.5%	Shares	Sole	2025-05-15
2024-12-31	$30,768	111	-95.8%	Shares	Sole	2025-02-14
2024-06-30	$557,341	2,674	-5.7%	Shares	Sole	2024-08-12
2024-03-31	$546,377	2,837	-0.8%	Shares	Sole	2024-05-08
2023-12-31	$489,203	2,860	-0.1%	Shares	Sole	2024-02-09
2023-09-30	$394,750	2,863	-0.3%	Shares	Sole	2023-11-14
2023-06-30	$354,950	2,872	-51.4%	Shares	Sole	2023-08-02
2023-03-31	$682,126	5,912	+1.9%	Shares	Sole	2023-05-10
2022-12-31	$632,882	5,802	+84.9%	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.