Position in EVR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$409,728
+$37,487 QoQ
Shares Held
1,200
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#441
of 703 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026First Bank & Trust holds $4,822,766 across 7 Capital Markets names. EVR ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,036 | $1,047,779 | |
| 2 | MS |
Morgan Stanley
|
4,274 | $893,436 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
14,456 | $861,143 | |
| 4 | PJT |
PJT Partners Inc.
|
4,752 | $717,266 | |
| 5 | SCHW |
Schwab Charles Corp
|
5,733 | $528,983 | |
| 6 | EVR |
Evercore Inc.
This page
|
1,200 | $409,728 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
2,717 | $364,431 |
All Filings in EVR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,728 | 1,200 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $372,241 | 1,247 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $420,208 | 1,235 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $442,563 | 1,312 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $418,260 | 1,549 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $307,568 | 1,540 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $427,704 | 1,543 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $392,423 | 1,549 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $322,858 | 1,549 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $306,410 | 1,591 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $261,364 | 1,528 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $205,854 | 1,493 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $206,183 | 1,787 | Shares | Defined | 2023-04-25 | |
| 2022-06-30 | $137,232 | 1,466 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $148,946 | 1,338 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $161,797 | 1,191 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $59,349 | 444 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $62,501 | 444 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,353 | 71 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $7,784 | 71 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $4,647 | 71 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,183 | 71 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,112 | 111 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||