Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,862,433
+$848,259 QoQ
Shares Held
52,315
-8.2% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#97
of 706 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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $595,399,083 across 35 Capital Markets names. EVR ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
157,357 | $159,146,149 | |
| 2 | MS |
Morgan Stanley
|
635,124 | $132,766,320 | |
| 3 | SCHW |
Schwab Charles Corp
|
892,865 | $82,384,653 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
401,312 | $40,243,567 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
254,223 | $22,127,569 | |
| 6 | EVR |
Evercore Inc.
This page
|
52,315 | $17,862,433 | |
| 7 | SF |
Stifel Financial Corp
|
247,132 | $17,242,399 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
50,496 | $14,223,713 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,862,433 | 52,315 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,014,174 | 56,997 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,604,173 | 63,495 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,670,081 | 70,171 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,139,403 | 67,178 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,958,430 | 69,890 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,117,895 | 72,578 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,477,673 | 68,989 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,398,969 | 69,083 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,773,745 | 92,288 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,364,270 | 107,362 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $15,474,686 | 112,233 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,403,639 | 124,635 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,674,259 | 127,182 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,961,921 | 173,835 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,535,466 | 176,723 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,735,502 | 178,779 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,144,590 | 171,978 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,860,175 | 153,553 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,220,246 | 158,751 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,336,679 | 158,675 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $22,067,503 | 167,508 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $19,536,203 | 178,185 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $13,091,018 | 199,985 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $11,775,456 | 199,855 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $9,209,466 | 199,945 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||