Position in EVR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$6,584,234
-$1,307,524 QoQ
Shares Held
22,057
-4.9% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Thrivent Financial for Lutherans holds $812,701,537 across 21 Capital Markets names. EVR ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,977,078 | $325,367,724 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,381,381 | $223,802,185 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
2,068,423 | $143,341,713 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
349,756 | $50,231,955 | |
| 5 | GS |
Goldman Sachs Group Inc
|
19,100 | $16,158,408 | |
| 6 | SF |
Stifel Financial Corp
|
123,486 | $9,128,084 | |
| 7 | EVR |
Evercore Inc.
This page
|
22,057 | $6,584,234 | |
| 8 | TW |
Tradeweb Markets Inc.
|
45,631 | $5,368,942 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,584,234 | 22,057 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $7,891,758 | 23,194 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $7,225,057 | 21,419 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $5,319,663 | 19,701 | Shares | Defined | 2025-08-26 | |
| 2025-03-31 | $12,075,669 | 60,463 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $8,281,604 | 29,877 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,771,561 | 54,360 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $12,795,933 | 61,392 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,260,471 | 63,661 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,884,423 | 63,633 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,881,953 | 64,418 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,125,410 | 9,106 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,088,033 | 9,430 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,038,114 | 9,517 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $783,924 | 9,531 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $996,946 | 10,650 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,135,018 | 10,196 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,400,197 | 17,668 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $14,687,258 | 109,877 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $56,994,816 | 404,879 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $50,010,084 | 379,612 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $45,187,358 | 412,143 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $25,356,257 | 387,355 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $22,657,154 | 384,541 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $470,410 | 10,213 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||