Position in EVR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$12,318,910
-$417,270 QoQ
Shares Held
41,268
-64.7% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0.27139672385383345.ToString("F0")%
Shared 0.ToString("F0")%
None 99.72860327614616.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PANAGORA ASSET MANAGEMENT INC holds $199,985,825 across 13 Capital Markets names. EVR ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
640,218 | $60,167,687 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
741,281 | $49,717,716 | |
| 3 | SF |
Stifel Financial Corp
|
334,997 | $24,762,978 | |
| 4 | GS |
Goldman Sachs Group Inc
|
20,286 | $17,161,753 | |
| 5 | MS |
Morgan Stanley
|
102,296 | $16,834,852 | |
| 6 | BGC |
BGC Group, Inc.
|
1,334,386 | $13,050,295 | |
| 7 | EVR |
Evercore Inc.
This page
|
41,268 | $12,318,910 | |
| 8 | ETOR |
eToro Group Ltd.
|
93,895 | $2,819,666 |
All Filings in EVR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,318,910 | 41,268 | Shares | Sole | 2026-05-14 | |
| 2022-12-31 | $12,736,180 | 116,760 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,440,285 | 224,198 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,251,997 | 227,027 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,966,281 | 152,410 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,317,342 | 127,474 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $465,973 | 3,486 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $147,526 | 1,048 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $130,422 | 990 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $10,086 | 92 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,742 | 103 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,068 | 103 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $15,614 | 339 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||