Creative Planning

Position in EVR — Evercore Inc.

CIK 1540235 OVERLAND PARK, KS

Position in EVR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$7,524,541

+$2,600,784 QoQ

Shares Held

25,207

+74.2% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0.10711310350299519.ToString("F0")% Shared 0.ToString("F0")% None 99.892886896497.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $377,842,700 across 39 Capital Markets names. EVR ranks #8 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	138,077	$116,811,760
2	MS	Morgan Stanley	480,544	$79,083,126
3	SCHW	Schwab Charles Corp	739,717	$69,518,603
4	SF	Stifel Financial Corp	151,185	$11,175,595
5	HOOD	Robinhood Markets, Inc.	139,448	$9,663,746
6	MRX	Marex Group plc	208,711	$9,304,336
7	TW	Tradeweb Markets Inc.	74,797	$8,800,615
8	EVR	Evercore Inc. This page	25,207	$7,524,541

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,524,541	25,207	+74.2%	Shares	Sole	2026-05-12
2025-12-31	$4,923,757	14,471	-6.1%	Shares	Sole	2026-02-17
2025-09-30	$5,199,787	15,415	+115.9%	Shares	Defined	2025-11-14
2025-06-30	$1,927,942	7,140	+23.1%	Shares	Sole	2025-08-08
2025-03-31	$1,158,775	5,802	+34.1%	Shares	Sole	2025-05-15
2024-12-31	$1,199,677	4,328	+7.0%	Shares	Defined	2025-02-14
2024-09-30	$1,024,253	4,043	+8.9%	Shares	Defined	2024-10-11
2024-06-30	$774,108	3,714	-5.5%	Shares	Sole	2024-08-15
2024-03-31	$757,263	3,932	+17.4%	Shares	Defined	2024-05-13
2023-12-31	$572,674	3,348	+43.4%	Shares	Defined	2024-02-14
2023-09-30	$321,949	2,335	+24.6%	Shares	Sole	2023-11-16
2023-06-30	$231,607	1,874	+8823.8%	Shares	Sole	2023-07-21
2022-12-31	$2,290	21	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.