Position in EVR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$31,695,194
+$17,765,700 QoQ
Shares Held
106,178
+159.4% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 83.5643918702556.ToString("F0")%
Shared 0.ToString("F0")%
None 16.43560812974439.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Allianz Asset Management GmbH holds $895,264,165 across 14 Capital Markets names. EVR ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,613,380 | $430,083,944 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,152,500 | $202,291,949 | |
| 3 | GS |
Goldman Sachs Group Inc
|
99,486 | $84,164,160 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
927,920 | $64,304,854 | |
| 5 | EVR |
Evercore Inc.
This page
|
106,178 | $31,695,194 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
537,675 | $23,646,945 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
347,588 | $23,312,726 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
561,710 | $19,070,054 |
All Filings in EVR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,695,194 | 106,178 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $13,929,494 | 40,939 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $16,303,349 | 48,332 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $12,078,533 | 44,732 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $8,670,443 | 43,413 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $14,329,613 | 51,696 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $13,526,582 | 53,393 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $12,424,720 | 59,611 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,699,773 | 24,403 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,892,070 | 22,754 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,146,007 | 22,817 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $301,603 | 2,614 | Shares | Defined | 2023-05-11 | |
| 2022-09-30 | $4,932,038 | 59,964 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $1,281,052 | 13,685 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,994,853 | 17,920 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $19,195,145 | 143,601 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $16,190,098 | 115,011 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $15,019,412 | 114,008 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $323,218 | 2,948 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||