Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,934,257
+$317,826 QoQ
Shares Held
5,665
+4.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#282
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SIT INVESTMENT ASSOCIATES INC holds $47,262,924 across 6 Capital Markets names. EVR ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
31,440 | $31,797,472 | |
| 2 | MS |
Morgan Stanley
|
40,380 | $8,441,035 | |
| 3 | SF |
Stifel Financial Corp
|
43,999 | $3,069,810 | |
| 4 | EVR |
Evercore Inc.
This page
|
5,665 | $1,934,257 | |
| 5 | PIPR |
Piper Sandler Companies
|
20,050 | $1,450,417 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
9,100 | $569,933 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,934,257 | 5,665 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,616,431 | 5,415 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,655,316 | 4,865 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,641,061 | 4,865 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,313,647 | 4,865 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $971,637 | 4,865 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,233,495 | 4,450 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,127,363 | 4,450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $927,513 | 4,450 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $857,025 | 4,450 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $761,172 | 4,450 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $613,566 | 4,450 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $549,975 | 4,450 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $513,441 | 4,450 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $485,406 | 4,450 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $466,768 | 5,675 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $531,236 | 5,675 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $631,741 | 5,675 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $879,628 | 6,475 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $695,084 | 5,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $732,004 | 5,200 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $685,048 | 5,200 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $570,128 | 5,200 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $340,392 | 5,200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $164,976 | 2,800 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $128,968 | 2,800 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||