Position in EVR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,170,474
-$484,151 QoQ
Shares Held
10,621
-1.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ARIZONA STATE RETIREMENT SYSTEM holds $227,329,162 across 28 Capital Markets names. EVR ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
82,193 | $69,534,456 | |
| 2 | MS |
Morgan Stanley
|
325,286 | $53,532,317 | |
| 3 | SCHW |
Schwab Charles Corp
|
462,555 | $43,470,918 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
205,407 | $14,234,705 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
121,016 | $8,116,543 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
21,748 | $6,542,450 | |
| 7 | TW |
Tradeweb Markets Inc.
|
31,653 | $3,724,291 | |
| 8 | EVR |
Evercore Inc.
This page
|
10,621 | $3,170,474 |
All Filings in EVR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,170,474 | 10,621 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,654,625 | 10,741 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,858,603 | 11,439 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,849,791 | 10,554 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,071,895 | 10,374 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,929,898 | 10,570 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,669,443 | 10,537 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,143,910 | 10,286 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,894,315 | 9,836 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,721,105 | 10,062 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,430,091 | 10,372 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,272,977 | 10,300 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,233,412 | 10,690 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,144,685 | 10,494 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $907,382 | 11,032 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $974,199 | 10,407 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,174,092 | 10,547 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,450,062 | 10,674 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,490,955 | 11,154 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,608,015 | 11,423 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,558,220 | 11,828 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,290,462 | 11,770 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $800,575 | 12,230 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $540,473 | 9,173 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $422,646 | 9,176 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||