Position in EVR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$6,460,054
-$1,013,537 QoQ
Shares Held
21,641
-1.5% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Advisors Capital Management, LLC holds $45,538,893 across 7 Capital Markets names. EVR ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
131,273 | $12,337,036 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
194,787 | $8,566,732 | |
| 3 | PJT |
PJT Partners Inc.
|
61,144 | $8,543,039 | |
| 4 | EVR |
Evercore Inc.
This page
|
21,641 | $6,460,054 | |
| 5 | TW |
Tradeweb Markets Inc.
|
44,017 | $5,179,040 | |
| 6 | MS |
Morgan Stanley
|
14,798 | $2,435,306 | |
| 7 | GS |
Goldman Sachs Group Inc
|
2,385 | $2,017,686 |
All Filings in EVR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,460,054 | 21,641 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,473,591 | 21,965 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,469,614 | 22,144 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,835,132 | 21,610 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,031,947 | 20,188 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $4,754,640 | 17,153 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,120,575 | 16,265 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,422,212 | 16,419 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,188,905 | 16,558 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,597,394 | 15,185 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,061,581 | 14,952 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,856,198 | 15,019 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,731,392 | 15,006 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,905,191 | 17,466 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,418,154 | 17,242 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,268,134 | 13,547 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,473,320 | 13,235 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,634,954 | 12,035 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $986,350 | 7,379 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $830,683 | 5,901 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $632,615 | 4,802 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||