Position in EVR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,126,883
-$284,809 QoQ
Shares Held
7,125
+0.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Ameritas Investment Partners, Inc. holds $25,615,019 across 26 Capital Markets names. EVR ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
42,133 | $6,933,826 | |
| 2 | SF |
Stifel Financial Corp
|
49,715 | $3,674,932 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
17,161 | $2,464,662 | |
| 4 | GS |
Goldman Sachs Group Inc
|
2,684 | $2,270,637 | |
| 5 | EVR |
Evercore Inc.
This page
|
7,125 | $2,126,883 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
46,617 | $1,923,882 | |
| 7 | SCHW |
Schwab Charles Corp
|
14,950 | $1,405,001 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,968 | $721,978 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,126,883 | 7,125 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,411,692 | 7,088 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,440,510 | 7,235 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,880,959 | 6,966 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,391,249 | 6,966 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,965,554 | 7,091 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,852,928 | 7,314 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,570,936 | 7,537 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,473,891 | 7,653 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,309,045 | 7,653 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,077,945 | 7,818 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,088,827 | 8,810 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,049,611 | 9,097 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,010,189 | 9,261 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $761,717 | 9,261 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,013,421 | 10,826 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,169,416 | 10,505 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,427,104 | 10,505 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $1,404,203 | 10,505 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,558,042 | 11,068 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $1,517,776 | 11,521 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $1,231,257 | 11,230 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $767,649 | 11,727 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $690,954 | 11,727 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $504,955 | 10,963 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||