Position in EVR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$402,092
-$70,515 QoQ
Shares Held
1,347
-3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026GREAT LAKES ADVISORS, LLC holds $162,489,473 across 10 Capital Markets names. EVR ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
170,186 | $143,975,652 | |
| 2 | SCHW |
Schwab Charles Corp
|
94,698 | $8,899,717 | |
| 3 | SF |
Stifel Financial Corp
|
45,863 | $3,390,192 | |
| 4 | DSEEY |
Daiwa Securities Group Inc.
|
339,585 | $3,175,118 | |
| 5 | GOLD |
Gold.com, Inc.
|
27,333 | $1,095,506 | |
| 6 | MS |
Morgan Stanley
|
3,672 | $604,300 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
7,824 | $524,755 | |
| 8 | EVR |
Evercore Inc.
This page
|
1,347 | $402,092 |
All Filings in EVR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $402,092 | 1,347 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $472,607 | 1,389 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $503,618 | 1,493 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $406,380 | 1,505 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,117,801 | 85,709 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $24,591,465 | 88,717 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,280,679 | 91,895 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $24,292,516 | 116,550 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $23,479,032 | 121,912 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $20,717,404 | 121,119 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $12,836,490 | 93,099 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,819,135 | 71,358 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $316,371 | 2,742 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $314,804 | 2,886 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $242,555 | 2,949 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $430,512 | 4,599 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $18,724,691 | 168,206 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $28,308,423 | 208,380 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $28,426,663 | 212,663 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $30,913,655 | 219,604 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $29,555,342 | 224,346 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $23,583,344 | 215,098 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $9,955,025 | 152,078 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||