CANADA LIFE ASSURANCE Co

Insurance

Position in EVR — Evercore Inc.

CIK 1046192 WINNIPEG, A2

Position in EVR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$8,168,427

-$995,186 QoQ

Shares Held

27,364

+1.6% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

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

Financial Services · as of Mar 31, 2026

CANADA LIFE ASSURANCE Co holds $546,037,952 across 18 Capital Markets names. EVR ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	219,341	$185,560,292
2	MS	Morgan Stanley	889,102	$146,319,516
3	SCHW	Schwab Charles Corp	1,221,693	$114,814,708
4	IBKR	Interactive Brokers Group, Inc.	524,847	$35,201,488
5	EVR	Evercore Inc. This page	27,364	$8,168,427
6	SF	Stifel Financial Corp	108,373	$8,010,932
7	LPLA	LPL Financial Holdings Inc.	23,755	$7,146,216
8	MKTX	Marketaxess Holdings Inc	33,909	$5,594,306

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,168,427	27,364	+1.6%	Shares	Sole	2026-05-14
2025-12-31	$9,163,613	26,932	-10.1%	Shares	Sole	2026-02-13
2025-09-30	$10,101,047	29,945	+5.2%	Shares	Sole	2025-11-17
2025-06-30	$7,684,229	28,458	-2.5%	Shares	Sole	2025-08-15
2025-03-31	$5,830,026	29,191	-4.9%	Shares	Sole	2025-05-15
2024-12-31	$8,509,455	30,699	-7.8%	Shares	Sole	2025-02-13
2024-09-30	$8,432,421	33,285	+10.8%	Shares	Sole	2024-11-13
2024-06-30	$6,263,321	30,050	+24.2%	Shares	Sole	2024-08-12
2024-03-31	$4,661,448	24,204	+4.0%	Shares	Sole	2024-05-13
2023-12-31	$3,981,359	23,276	-20.0%	Shares	Sole	2024-02-13
2023-09-30	$4,013,548	29,109	+4.4%	Shares	Sole	2023-11-14
2023-06-30	$3,445,071	27,875	-8.9%	Shares	Sole	2023-08-10
2023-03-31	$3,532,243	30,614	-2.1%	Shares	Sole	2023-05-12
2022-12-31	$3,411,258	31,273	+15.9%	Shares	Sole	2023-02-10
2022-09-30	$2,219,105	26,980	+17.0%	Shares	Sole	2022-11-01
2022-03-31	$2,567,150	23,061	+9.3%	Shares	Sole	2022-05-12
2021-12-31	$2,866,706	21,102	+6.2%	Shares	Defined	2022-02-14
2021-09-30	$2,656,691	19,875	+16.5%	Shares	Defined	2021-11-15
2021-06-30	$2,402,240	17,065	-0.2%	Shares	Defined	2021-08-11
2021-03-31	$2,252,227	17,096	-4.3%	Shares	Defined	2021-05-17
2020-12-31	$1,959,595	17,873	-9.8%	Shares	Defined	2021-02-16
2020-09-30	$1,296,828	19,811	-6.4%	Shares	Defined	2020-11-18
2020-06-30	$1,246,982	21,164	+0.1%	Shares	Defined	2020-08-17
2020-03-31	$973,432	21,134	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.