Position in EVR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$546,571
+$281,517 QoQ
Shares Held
1,831
+135.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $8,313,039 across 38 Capital Markets names. EVR ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,049 | $2,579,423 | |
| 2 | SCHW |
Schwab Charles Corp
|
15,221 | $1,430,469 | |
| 3 | MS |
Morgan Stanley
|
7,933 | $1,305,533 | |
| 4 | SF |
Stifel Financial Corp
|
9,067 | $670,232 | |
| 5 | EVR |
Evercore Inc.
This page
|
1,831 | $546,571 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
11,503 | $474,728 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
2,125 | $350,582 | |
| 8 | TW |
Tradeweb Markets Inc.
|
2,634 | $309,916 |
All Filings in EVR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $546,571 | 1,831 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $265,054 | 779 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $327,875 | 972 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,890 | 7 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $199 | 1 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $554 | 2 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $506 | 2 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||