Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership454 shares
Latest Disclosed Value $ 135,524
IFP Advisors, Inc reports 98.25% increase in ownership of EVR / Evercore Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 454 shares of Evercore Inc. (US:EVR) valued at $135,524 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 229 shares of Evercore Inc.. This represents a change in shares of 98.25% during the quarter. The current value of the position is $154,401 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F EVERCORE cs 29977A105 454 225 98.25 136 75.32 0.0028
2026-02-06 2025-12-31 13F EVERCORE cs 29977A105 229 -224 -49.45 78 -49.34 0.0017
2026-02-06 2025-09-30 13F/A-1 EVERCORE cs 29977A105 453 -371 -45.02 153 -31.84 0.0040
2025-12-02 2025-09-30 13F EVERCORE cs 29977A105 453 -371 154 0.0040
2025-07-24 2025-06-30 13F EVERCORE cs 29977A105 824 -42 -4.85 223 28.90 0.0063
2025-05-05 2025-03-31 13F EVERCORE cs 29977A105 866 699 418.56 173 276.09 0.0053
2025-02-04 2024-12-31 13F EVERCORE cs 29977A105 167 5 3.09 46 12.20 0.0015
2025-02-04 2024-09-30 13F EVERCORE cs 29977A105 162 -1 -0.61 41 24.24 0.0015
2024-07-30 2024-06-30 13F EVERCORE cs 29977A105 163 147 918.75 34 1,000.00 0.0013
2024-07-30 2024-03-31 13F EVERCORE cs 29977A105 16 -80 -83.33 3 -81.25 0.0001
2024-01-09 2023-12-31 13F EVERCORE cs 29977A105 96 84 700.00 17 1,500.00 0.0008
2023-10-12 2023-09-30 13F EVERCORE cs 29977A105 12 -18 -60.00 2 -66.67 0.0001
2023-08-14 2023-06-30 13F/A-1 EVERCORE cs 29977A105 30 -11 -26.83 4 -25.00 0.0002
2023-08-04 2023-06-30 13F EVERCORE cs 29977A105 30 -11 3 0.0001
2023-04-18 2023-03-31 13F EVERCORE cs 29977A105 41 -456 -91.75 4 0.0002
2023-02-07 2022-12-31 13F EVERCORE cs 29977A105 497 -225 -31.16 0 -100.00 0.0018
2022-11-08 2022-09-30 13F EVERCORE cs 29977A105 722 -1 -0.14 92 0.00 0.0024
2022-09-06 2022-06-30 13F/A-1 EVERCORE cs 29977A105 723 0 0.00 92 0.00 0.0030
2022-09-06 2022-03-31 13F/A-1 EVERCORE cs 29977A105 723 -19,824 -96.48 92 -96.70 0.0030
2022-08-08 2022-03-31 13F EVERCORE INC Stock 29977A105 499 -20,048 59 0.0012
2022-01-12 2021-12-31 13F EVERCORE INC Stock 29977A105 20,547 -248 -1.19 2,785 0.36 0.0544
2021-10-06 2021-09-30 13F EVERCORE INC Stock 29977A105 20,795 -274 -1.30 2,775 -6.63 0.0555
2021-07-13 2021-06-30 13F EVERCORE INC Stock 29977A105 21,069 20,979 23,310.00 2,972 24,666.67 0.0615
2021-04-30 2021-03-31 13F EVERCORE INC Stock 29977A105 90 78 650.00 12 1,100.00 0.0002
2021-01-25 2020-12-31 13F EVERCORE INC Stock 29977A105 12 0 0.00 1 0.00 0.0000
2020-10-29 2020-09-30 13F EVERCORE INC Stock 29977A105 12 -350 -96.69 1 -95.24 0.0001
2020-08-05 2020-06-30 13F EVERCORE INC Stock 29977A105 362 -142 -28.17 21 -12.50 0.0017
2020-05-12 2020-03-31 13F EVERCORE INC Stock 29977A105 504 -605 -54.55 24 -71.76 0.0024
2020-01-17 2019-12-31 13F EVERCORE INC Stock 29977A105 1,109 -141 -11.28 85 -14.14 0.0064
2019-11-07 2019-09-30 13F EVERCORE INC Stock 29977A105 1,250 784 168.24 99 130.23 0.0066
2019-05-15 2019-03-31 13F EVERCORE INCCL A Stock 29977A105 466 -10,974 -95.93 43 -94.68 0.0059
2019-06-03 2018-12-31 13F/A-10 EVERCORE INC Stock 29977A105 11,440 12 0.11 809 -29.59 0.0493
2019-01-23 2018-12-31 13F EVERCORE INC Stock 29977A105 11,440 12 809 0.0493
2019-06-03 2018-09-30 13F/A-9 EVERCORE INC Stock 29977A105 11,428 -15 -0.13 1,149 -4.81 0.0468
2018-10-25 2018-09-30 13F EVERCORE INC Stock 29977A105 11,428 -15 1,149 0.0468
2019-06-03 2018-06-30 13F/A-8 EVERCORE INC Stock 29977A105 11,443 523 4.79 1,207 22.79 0.0508
2018-08-07 2018-06-30 13F EVERCORE INC Stock 29977A105 11,443 4 1,207
2019-06-03 2018-03-31 13F/A-7 EVERCORE INC Stock 29977A105 10,920 0 0.00 983 0.00 0.0446
2018-05-09 2018-03-31 13F EVERCORE INC Stock 29977A105 11,439 519 997
2019-06-03 2017-12-31 13F/A-6 EVERCORE INC Stock 29977A105 10,920 26 0.24 983 12.47 0.0446
2018-01-24 2017-12-31 13F EVERCORE INC Stock 29977A105 10,920 26 983
2017-10-30 2017-09-30 13F EVERCORE INC Stock 29977A105 10,894 -12 -0.11 874 13.65 0.0347
2019-06-03 2017-06-30 13F/A-5 EVERCORE PARTNERS INC Stock 29977A105 10,906 3,101 39.73 769 26.48 0.0326
2017-07-31 2017-06-30 13F EVERCORE PARTNERS INC Stock 29977A105 10,906 3,101 769
2019-06-03 2017-03-31 13F/A-4 EVERCORE PARTNERS INC Stock 29977A105 7,805 7,501 2,467.43 608 2,795.24 0.0265
2017-04-26 2017-03-31 13F EVERCORE PARTNERS INC Stock 29977A105 7,805 7,501 608
2019-06-03 2016-12-31 13F/A-3 EVERCORE PARTNERS INC Stock 29977A105 304 -119 -28.13 21 -4.55 0.0010
2017-02-14 2016-12-31 13F EVERCORE PARTNERS INC Stock 29977A105 304 -119 21
2016-11-04 2016-09-30 13F EVERCORE PARTNERS INC Stock 29977A105 423 -442 -51.10 22 -42.11 0.0011
2019-06-03 2016-06-30 13F/A-2 EVERCORE PARTNERS INC Stock 29977A105 865 399 85.62 38 -11.63 0.0021
2016-08-22 2016-06-30 13F EVERCORE PARTNERS INC Stock 29977A105 865 399 38
2019-06-03 2016-03-31 13F/A-1 EVERCORE INCCL A Stock 29977A105 466 -1,342 -74.23 43 -56.12 0.0059
2016-05-02 2016-03-31 13F EVERCORE PARTNERS INC Stock 29977A105 747 -1,061 39
2016-02-11 2015-12-31 13F EVERCORE PARTNERS INC Stock 29977A105 1,808 1,808 98 0.0066
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.