Position in EVR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,424,515
-$1,052,489 QoQ
Shares Held
14,822
-7.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $121,770,177 across 20 Capital Markets names. EVR ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
33,876 | $28,658,757 | |
| 2 | MS |
Morgan Stanley
|
143,704 | $23,649,367 | |
| 3 | SCHW |
Schwab Charles Corp
|
188,357 | $17,701,790 | |
| 4 | PJT |
PJT Partners Inc.
|
80,214 | $11,207,500 | |
| 5 | SF |
Stifel Financial Corp
|
108,931 | $8,052,179 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
52,960 | $7,606,115 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
84,068 | $5,825,912 | |
| 8 | EVR |
Evercore Inc.
This page
|
14,822 | $4,424,515 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,424,515 | 14,822 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,477,004 | 16,097 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,012,729 | 17,825 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,827,687 | 17,879 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,639,098 | 18,221 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,184,007 | 18,702 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,881,861 | 19,270 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,228,627 | 20,288 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,977,176 | 20,651 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,675,864 | 21,490 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,134,426 | 22,733 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,170,454 | 25,653 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,323,982 | 28,809 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,208,370 | 29,413 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,384,509 | 28,991 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,176,187 | 33,930 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,960,988 | 35,582 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,741,572 | 34,903 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,677,246 | 34,991 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,042,803 | 35,823 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,995,185 | 37,917 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,149,654 | 37,848 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,462,343 | 37,616 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,254,750 | 38,268 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,731,395 | 37,590 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||