Position in EVR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$254,032
+$40,015 QoQ
Shares Held
851
+35.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 20%
Shared 41%
None 39%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Savant Capital, LLC holds $20,123,316 across 11 Capital Markets names. EVR ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
44,108 | $7,258,853 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,251 | $6,980,263 | |
| 3 | SCHW |
Schwab Charles Corp
|
29,135 | $2,738,107 | |
| 4 | SBET |
Sharplink, Inc.
|
215,945 | $1,392,845 | |
| 5 | NMR |
Nomura Holdings Inc
|
55,488 | $437,800 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
5,513 | $382,050 | |
| 7 | EVR |
Evercore Inc.
This page
|
851 | $254,032 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
5,212 | $229,223 |
All Filings in EVR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,032 | 851 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $214,017 | 629 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $299,919 | 1,082 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $237,126 | 936 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||