Position in EVR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$32,229,527
-$5,331,010 QoQ
Shares Held
107,968
-2.2% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 94.57617071724955.ToString("F0")%
Shared 5.423829282750445.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026BRAUN STACEY ASSOCIATES INC holds $62,032,908 across 2 Capital Markets names. EVR ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
107,968 | $32,229,527 | |
| 2 | GS |
Goldman Sachs Group Inc
|
35,229 | $29,803,381 |
All Filings in EVR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,229,527 | 107,968 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $37,560,537 | 110,391 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $36,762,145 | 108,983 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $28,196,298 | 104,423 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,581,535 | 128,087 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $36,780,618 | 132,691 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $35,000,947 | 138,158 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $26,415,584 | 126,736 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $23,029,526 | 119,578 | Shares | Defined | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||