Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,088,995
-$523,426 QoQ
Shares Held
17,048
+3.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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, 2026Advisory Services Network, LLC holds $38,078,196 across 44 Capital Markets names. EVR ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,164 | $14,520,563 | |
| 2 | MS |
Morgan Stanley
|
37,320 | $6,141,747 | |
| 3 | EVR |
Evercore Inc.
This page
|
17,048 | $5,088,995 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,698 | $2,603,050 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
31,907 | $2,139,999 | |
| 6 | IREN |
IREN Ltd
|
35,300 | $1,210,084 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
26,682 | $1,038,463 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,130 | $909,903 |
All Filings in EVR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,088,995 | 17,048 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,612,421 | 16,495 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,323,581 | 15,782 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $3,636,898 | 13,469 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $3,400,631 | 17,027 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,634,614 | 16,720 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,338,261 | 13,177 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,746,481 | 13,177 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,389,463 | 12,407 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,031,560 | 11,877 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,595,409 | 11,571 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,530,661 | 12,385 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,431,056 | 12,403 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $4,363 | 40 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $707,367 | 5,025 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $725,622 | 5,508 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $13,922 | 127 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,311 | 127 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $4,835 | 105 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||