Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,261,579
+$2,759,407 QoQ
Shares Held
34,376
+55.9% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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, 2026Prana Capital Management, LP holds $178,829,596 across 13 Capital Markets names. EVR ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
247,123 | $74,342,012 | |
| 2 | SF |
Stifel Financial Corp
|
424,078 | $31,347,845 | |
| 3 | TW |
Tradeweb Markets Inc.
|
114,509 | $13,473,128 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
258,581 | $10,671,637 | |
| 5 | MC |
Moelis & Co
|
181,247 | $10,331,079 | |
| 6 | EVR |
Evercore Inc.
This page
|
34,376 | $10,261,579 | |
| 7 | MS |
Morgan Stanley
|
57,609 | $9,480,713 | |
| 8 | LAZ |
Lazard, Inc.
|
132,030 | $5,608,634 |
All Filings in EVR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,261,579 | 34,376 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,502,172 | 22,049 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,561,365 | 22,416 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,896,464 | 29,244 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $2,343,556 | 13,701 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,214,722 | 8,810 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $544,908 | 4,409 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $535,478 | 4,641 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $673,051 | 8,183 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $2,104,500 | 15,744 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,801,574 | 12,798 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $3,871,697 | 59,146 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $199,503 | 3,386 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $148,681 | 3,228 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||