Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,763,050
+$7,184,285 QoQ
Shares Held
26,006
+1428.9% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 99.69237868184265.ToString("F0")%
Shared 0.ToString("F0")%
None 0.30762131815734833.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $571,457,826 across 44 Capital Markets names. EVR ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,702,694 | $160,019,181 | |
| 2 | GS |
Goldman Sachs Group Inc
|
159,643 | $135,056,380 | |
| 3 | MS |
Morgan Stanley
|
604,069 | $99,411,634 | |
| 4 | MC |
Moelis & Co
|
1,290,540 | $73,560,780 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
297,478 | $42,723,790 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
287,053 | $19,252,644 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
203,832 | $14,125,557 | |
| 8 | EVR |
Evercore Inc.
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|
26,006 | $7,763,050 |
All Filings in EVR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,763,050 | 26,006 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $578,765 | 1,701 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $425,022 | 1,260 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $217,095 | 804 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $213,101 | 1,067 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $250,579 | 904 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $236,872 | 935 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $130,268 | 625 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||