Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,702,119
-$378,498 QoQ
Shares Held
12,402
+3.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 60.13546202225447.ToString("F0")%
Shared 5.378164812127077.ToString("F0")%
None 34.48637316561845.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026US BANCORP \DE\ holds $513,754,258 across 41 Capital Markets names. EVR ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,289,327 | $215,150,950 | |
| 2 | GS |
Goldman Sachs Group Inc
|
171,624 | $145,192,185 | |
| 3 | MS |
Morgan Stanley
|
719,372 | $118,387,048 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
18,839 | $5,667,335 | |
| 5 | SF |
Stifel Financial Corp
|
56,286 | $4,160,660 | |
| 6 | EVR |
Evercore Inc.
This page
|
12,402 | $3,702,119 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
47,250 | $3,274,423 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
44,966 | $3,015,867 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,702,119 | 12,402 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,080,617 | 11,993 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,020,178 | 11,918 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,495,947 | 12,947 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $2,598,356 | 13,010 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,544,981 | 12,789 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $2,778,632 | 10,968 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $2,670,821 | 12,814 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $2,810,272 | 14,592 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $3,104,215 | 18,148 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,956,697 | 21,444 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $2,498,741 | 20,218 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,151,490 | 18,647 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,799,274 | 16,495 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,010,193 | 12,282 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $2,091,246 | 22,340 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $3,541,533 | 31,814 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $4,242,459 | 31,229 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,225,174 | 31,609 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $4,305,871 | 30,588 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $4,204,612 | 31,916 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $2,614,693 | 23,848 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $1,023,073 | 15,629 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,070,398 | 18,167 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $859,110 | 18,652 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||