Position in EVR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,323,908
-$851,299 QoQ
Shares Held
11,135
-9.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $77,073,285 across 22 Capital Markets names. EVR ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,932 | $15,170,292 | |
| 2 | MS |
Morgan Stanley
|
87,343 | $14,374,037 | |
| 3 | SCHW |
Schwab Charles Corp
|
130,739 | $12,286,850 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
70,556 | $4,732,189 | |
| 5 | SF |
Stifel Financial Corp
|
58,461 | $4,321,437 | |
| 6 | PIPR |
Piper Sandler Companies
|
52,992 | $4,056,537 | |
| 7 | EVR |
Evercore Inc.
This page
|
11,135 | $3,323,908 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
46,201 | $3,201,729 |
All Filings in EVR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,323,908 | 11,135 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,175,207 | 12,271 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,258,665 | 12,625 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,421,693 | 12,672 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $2,277,407 | 11,403 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $3,339,585 | 12,048 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $3,002,585 | 11,852 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $2,819,432 | 13,527 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $3,072,388 | 15,953 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,880,824 | 16,842 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,504,038 | 18,161 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $2,311,009 | 18,699 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,254,179 | 19,537 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $2,267,227 | 20,785 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,723,960 | 20,960 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,262,928 | 24,174 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,186,102 | 19,638 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,699,331 | 27,231 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,965,736 | 22,187 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,123,263 | 22,187 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $716,006 | 5,435 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $639,420 | 5,832 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||