Creative Planning

Position in EVR — Evercore Inc.

CIK 1540235 OVERLAND PARK, KS

Position in EVR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$10,663,512

+$3,138,971 QoQ

Shares Held

31,231

+23.9% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#136

of 703 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $497,699,973 across 41 Capital Markets names. EVR ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	149,075	$150,769,982
2	MS	Morgan Stanley	522,699	$109,264,998
3	SCHW	Schwab Charles Corp	746,571	$68,886,106
4	PIPR	Piper Sandler Companies	231,297	$16,732,024
5	HOOD	Robinhood Markets, Inc.	160,249	$16,069,768
6	MRX	Marex Group Ltd	220,288	$13,426,552
7	EVR	Evercore Inc. This page	31,231	$10,663,512
8	JEF	Jefferies Financial Group Inc.	189,341	$9,463,262

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,663,512	31,231	+23.9%	Shares	Defined	2026-08-13
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.