Position in EVR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$11,822,488
-$1,823,238 QoQ
Shares Held
39,605
-1.2% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Jackson Wealth Management, LLC holds $13,632,882 across 2 Capital Markets names. EVR ranks #1 (86.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
39,605 | $11,822,488 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
6,018 | $1,810,394 |
All Filings in EVR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,822,488 | 39,605 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,645,726 | 40,105 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $13,309,972 | 39,458 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $10,518,629 | 38,955 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $7,847,997 | 39,295 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,032,993 | 39,803 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $10,030,237 | 39,592 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,970,638 | 23,848 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $7,521,987 | 39,057 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,266,074 | 36,633 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,911,561 | 35,622 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,190,442 | 33,906 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||