Position in EVR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,241,280
-$2,302,036 QoQ
Shares Held
34,308
-6.9% QoQ
Ownership
0.089%
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 97.69441529672379.ToString("F0")%
Shared 0.ToString("F0")%
None 2.3055847032762036.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,114,647,342 across 34 Capital Markets names. EVR ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
3,775,258 | $279,067,070 | |
| 2 | MS |
Morgan Stanley
|
1,638,520 | $269,651,232 | |
| 3 | GS |
Goldman Sachs Group Inc
|
317,678 | $268,752,409 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,139,404 | $107,081,184 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
164,557 | $49,503,678 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
649,346 | $43,551,634 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
197,234 | $13,668,314 | |
| 8 | EVR |
Evercore Inc.
This page
|
34,308 | $10,241,280 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,241,280 | 34,308 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,543,316 | 36,865 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,802,826 | 34,990 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,615,489 | 24,500 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,495,888 | 42,539 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,573,208 | 30,929 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,922,328 | 23,377 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,482,192 | 11,909 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,422,396 | 12,578 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,236,177 | 7,227 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,093,388 | 7,930 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,404,970 | 11,368 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,799,004 | 15,592 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,810,617 | 16,599 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,510,680 | 30,525 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,767,766 | 29,567 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,129,982 | 28,117 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,822,817 | 28,140 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,833,253 | 28,677 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,312,910 | 30,638 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,632,333 | 27,572 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,698,239 | 24,610 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,729,845 | 26,426 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,313,914 | 22,300 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $716,002 | 15,545 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||