Position in EVR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,756,181
+$255,256 QoQ
Shares Held
11,001
-6.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#217
of 703 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $111,101,627 across 22 Capital Markets names. EVR ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,190 | $32,556,000 | |
| 2 | MS |
Morgan Stanley
|
130,397 | $27,258,188 | |
| 3 | SCHW |
Schwab Charles Corp
|
164,935 | $15,218,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
72,544 | $7,274,712 | |
| 5 | EVR |
Evercore Inc.
This page
|
11,001 | $3,756,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
40,562 | $3,530,516 | |
| 7 | SF |
Stifel Financial Corp
|
43,207 | $3,014,552 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
47,265 | $2,362,304 |
All Filings in EVR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,756,181 | 11,001 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,500,925 | 11,728 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,185,415 | 12,301 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,220,210 | 12,511 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,411,972 | 12,636 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,526,258 | 12,649 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,595,154 | 12,970 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,434,023 | 13,555 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,201,276 | 15,359 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,159,053 | 16,403 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,872,613 | 16,794 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,333,067 | 16,921 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,235,866 | 18,091 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,182,528 | 18,916 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,089,536 | 19,156 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,652,484 | 20,091 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,278,092 | 24,336 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,525,405 | 22,686 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,036,790 | 22,354 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||