Position in EVV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$162,124
-$954 QoQ
Shares Held
17,156
+4.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026STEPHENS INC /AR/ holds $185,080,692 across 74 Asset Management names. EVV ranks #60 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
291,762 | $33,549,712 | |
| 2 | APO |
Apollo Global Management, Inc.
|
197,200 | $21,972,024 | |
| 3 | ARCC |
Ares Capital Corp
|
1,183,795 | $21,331,985 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
1,592,507 | $17,613,127 | |
| 5 | KKR |
KKR & Co. Inc.
|
178,038 | $16,468,515 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
890,862 | $11,037,780 | |
| 7 | NXP |
Nuveen Select Tax Free Income Portfolio
|
666,432 | $9,563,299 | |
| 8 | BLK |
BlackRock, Inc.
|
7,093 | $6,821,409 |
All Filings in EVV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,124 | 17,156 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $163,078 | 16,456 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $182,182 | 17,949 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $112,849 | 10,999 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $102,464 | 10,267 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $101,529 | 10,392 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $238,881 | 22,729 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $223,328 | 22,929 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $292,987 | 30,050 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $356,280 | 37,190 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $314,275 | 34,765 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $303,638 | 32,440 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $254,721 | 25,860 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $299,212 | 31,865 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $202,712 | 22,010 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $277,050 | 26,820 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $189,072 | 16,160 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $149,012 | 11,375 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $197,897 | 15,015 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $267,785 | 20,195 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $337,410 | 26,715 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $419,115 | 33,449 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $406,243 | 35,919 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $447,745 | 39,729 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $515,699 | 48,789 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||