Position in EVR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$71,374,935
New position
Shares Held
239,104
first reported quarter
Ownership
0.618%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Capital Markets
Financial Services · as of Mar 31, 2026VANGUARD FIDUCIARY TRUST CO holds $4,792,109,399 across 57 Capital Markets names. EVR ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,602,092 | $1,355,353,811 | |
| 2 | MS |
Morgan Stanley
|
6,753,689 | $1,111,454,598 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,419,188 | $885,215,288 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,459,343 | $309,032,469 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,489,553 | $166,974,319 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
508,294 | $152,910,084 | |
| 7 | TW |
Tradeweb Markets Inc.
|
718,982 | $84,595,422 | |
| 8 | EVR |
Evercore Inc.
This page
|
239,104 | $71,374,935 |
All Filings in EVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,374,935 | 239,104 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||