BRAUN STACEY ASSOCIATES INC EVR — EVERCORE PARTNERS INC CLASS A

Ownership history in BRAUN STACEY ASSOCIATES INC  ·  10 quarters on record

AI Ownership Summary

BRAUN STACEY ASSOCIATES INC reported EVERCORE PARTNERS INC CLASS A (EVR) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.37% in 2024 Q4. The latest visible filing shows EVR at 1.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRAUN STACEY ASSOCIATES INC's position in EVERCORE PARTNERS INC CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EVR was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EVR stock page BRAUN STACEY ASSOCIATES INC fund profile BRAUN STACEY ASSOCIATES INC full holdings
How BRAUN STACEY ASSOCIATES INC held EVR — position size vs. price
% of Fund (quarterly)    EVR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 107,968 -2,423 -2.2% 1.07% $32.2M 2026-04-22 $352.01
2025 Q4 ADDED — — — 110,391 +1,408 +1.3% 1.22% $37.6M 2026-01-20 $365.56
2025 Q3 ADDED — — — 108,983 +4,560 +4.4% 1.20% $36.8M 2025-10-21 $318.54
2025 Q2 REDUCED 18.5% +26.5% ❌ 104,423 -23,664 -18.5% 1.02% $28.2M 2025-08-12 $305.49
2025 Q1 REDUCED — — — 128,087 -4,604 -3.5% 1.05% $25.6M 2025-04-29 $196.75
2024 Q4 REDUCED — — — 132,691 -5,467 -4.0% 1.37% $36.8M 2025-01-31 $287.01
2024 Q3 ADDED — — — 138,158 +11,422 +9.0% 1.33% $35.0M 2024-11-07 $301.16
2024 Q2 ADDED — — — 126,736 +7,158 +6.0% 1.02% $26.4M 2024-07-29 $240.19
2024 Q1 ADDED — — — 119,578 +114,628 +2315.7% 0.91% $23.0M 2024-04-30 $177.09
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVR

As of 2026 Q1 — sorted by position size

PEREGRINE INVESTMENT MANAGEMENT INC 4.98% Element Squared LLC 1.33% Artemis Investment Management LLP 3Y 7Y 0.87% Legend Financial Advisors, Inc. 3Y 0.62% Monument Capital Management 3Y 7Y 0.54% Leeward Investments, LLC - MA 3Y 0.53% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.43% EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 0.4% J2 Capital Management Inc 3Y 0.38% Bayforest Capital Ltd 0.37%

FAQ About BRAUN STACEY ASSOCIATES INC and EVR

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRAUN STACEY ASSOCIATES INC reported owning EVR?

BRAUN STACEY ASSOCIATES INC reported EVR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EVR position in BRAUN STACEY ASSOCIATES INC's portfolio?

The largest reported portfolio weight for EVR was 1.37% in 2024 Q4.

What is the latest reported EVR position on this page?

The most recent filing on this page is 2026 Q1, when BRAUN STACEY ASSOCIATES INC reported 107,968 shares, equal to 1.07% of portfolio, with an estimated market value of $32.2M.

What does the chart on this EVR ownership page compare?

The chart compares BRAUN STACEY ASSOCIATES INC's quarterly EVR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRAUN STACEY ASSOCIATES INC time their EVR position?

Based on 13F filing dates vs. subsequent EVR price moves, BRAUN STACEY ASSOCIATES INC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on EVR relative to SPY over the holding period was +65.9%.

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