Position in EVR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,509,616
+$3,046,217 QoQ
Shares Held
25,157
+91.8% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 94.66947569265017.ToString("F0")%
Shared 0.ToString("F0")%
None 5.330524307349843.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026BLAIR WILLIAM & CO/IL holds $312,571,630 across 16 Capital Markets names. EVR ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
156,265 | $132,198,627 | |
| 2 | SCHW |
Schwab Charles Corp
|
890,345 | $83,674,623 | |
| 3 | MIAX |
Miami International Holdings, Inc.
|
665,781 | $25,912,196 | |
| 4 | MS |
Morgan Stanley
|
156,160 | $25,699,251 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
174,625 | $12,101,512 | |
| 6 | SNEX |
StoneX Group Inc.
|
114,338 | $9,221,359 | |
| 7 | EVR |
Evercore Inc.
This page
|
25,157 | $7,509,616 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
17,170 | $5,165,251 |
All Filings in EVR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,509,616 | 25,157 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,463,399 | 13,118 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,363,908 | 12,937 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,541,312 | 13,115 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $419,012 | 2,098 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $442,949 | 1,598 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $405,090 | 1,599 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $339,324 | 1,628 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||