Position in EVR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,244,786
+$718,760 QoQ
Shares Held
4,170
+169.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $18,002,188 across 17 Capital Markets names. EVR ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
106,904 | $3,664,669 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,981 | $3,367,886 | |
| 3 | SCHW |
Schwab Charles Corp
|
34,259 | $3,219,660 | |
| 4 | MS |
Morgan Stanley
|
11,914 | $1,960,686 | |
| 5 | EVR |
Evercore Inc.
This page
|
4,170 | $1,244,786 | |
| 6 | SF |
Stifel Financial Corp
|
12,108 | $895,023 | |
| 7 | TW |
Tradeweb Markets Inc.
|
6,618 | $778,673 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
3,905 | $644,246 |
All Filings in EVR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,244,786 | 4,170 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $526,026 | 1,546 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $488,439 | 1,448 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $304,042 | 1,126 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||