Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$451,645
+$175,703 QoQ
Shares Held
1,513
+86.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Allworth Financial LP holds $38,608,993 across 48 Capital Markets names. EVR ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
91,496 | $15,057,496 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,381 | $9,628,212 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,024 | $4,795,235 | |
| 4 | TW |
Tradeweb Markets Inc.
|
17,763 | $2,089,994 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
6,503 | $1,956,297 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,564 | $1,009,285 | |
| 7 | SF |
Stifel Financial Corp
|
6,928 | $512,117 | |
| 8 | EVR |
Evercore Inc.
This page
|
1,513 | $451,645 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $451,645 | 1,513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $275,942 | 811 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $257,375 | 763 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $121,238 | 449 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $48,531 | 243 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $61,813 | 223 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $61,054 | 241 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $52,732 | 253 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $42,947 | 223 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $39,341 | 230 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $28,679 | 208 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $26,324 | 213 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $27,575 | 239 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $19,525 | 179 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,194 | 51 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,369 | 36 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,894 | 26 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,901 | 14 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,871 | 14 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,970 | 14 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,844 | 14 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,534 | 14 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $916 | 14 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $824 | 14 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $829 | 18 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||