Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,224,174
+$2,542,830 QoQ
Shares Held
59,232
0.0% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#89
of 706 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026GW&K Investment Management, LLC holds $318,494,693 across 16 Capital Markets names. EVR ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
1,247,030 | $87,005,282 | |
| 2 | PIPR |
Piper Sandler Companies
|
861,276 | $62,304,705 | |
| 3 | MS |
Morgan Stanley
|
288,780 | $60,366,571 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
349,700 | $46,905,260 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,291,081 | $20,605,652 | |
| 6 | EVR |
Evercore Inc.
This page
|
59,232 | $20,224,174 | |
| 7 | PJT |
PJT Partners Inc.
|
61,131 | $9,227,113 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
26,319 | $7,413,535 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,224,174 | 59,232 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,681,344 | 59,232 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,053,659 | 55,999 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,908,472 | 56,055 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,154,062 | 56,122 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,217,872 | 56,168 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $15,663,175 | 56,507 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $14,329,670 | 56,563 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,207,186 | 44,174 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,254,865 | 37,670 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,472,703 | 37,841 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,208,279 | 37,774 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,682,948 | 37,891 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,364,133 | 37,824 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,087,663 | 37,474 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,081,825 | 37,469 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,732,253 | 18,505 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,812,178 | 16,279 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $410,402 | 3,021 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $406,757 | 3,043 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $434,416 | 3,086 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $417,352 | 3,168 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $14,362 | 131 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $8,575 | 131 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $7,718 | 131 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,033 | 131 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||