Position in EVR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$71,045
-$9,934 QoQ
Shares Held
238
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026WealthCollab, LLC holds $247,604 across 13 Capital Markets names. EVR ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
112 | $94,750 | |
| 2 | EVR |
Evercore Inc.
This page
|
238 | $71,045 | |
| 3 | OPY |
Oppenheimer Holdings Inc
|
300 | $26,757 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
50 | $15,041 | |
| 5 | BGC |
BGC Group, Inc.
|
1,148 | $11,227 | |
| 6 | PJT |
PJT Partners Inc.
|
41 | $5,728 | |
| 7 | SF |
Stifel Financial Corp
|
76 | $5,617 | |
| 8 | NMR |
Nomura Holdings Inc
|
677 | $5,341 |
All Filings in EVR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,045 | 238 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $80,979 | 238 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $80,282 | 238 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $64,264 | 238 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $33,552 | 168 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $36,866 | 133 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $41,547 | 164 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $34,182 | 164 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,584 | 164 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $28,052 | 164 | Shares | Defined | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||