EVR EVERCORE PARTNERS INC CLASS A

Ownership history in First Bank & Trust  ·  35 quarters on record

AI Ownership Summary

First Bank & Trust reported EVERCORE PARTNERS INC CLASS A (EVR) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2024 Q4. The latest visible filing shows EVR at 0.06% 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 First Bank & Trust'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 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% 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
2023 Q4 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.

How First Bank & Trust 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,247 +12 +1.0% 0.06% $372K 2026-04-10 $337.90
2025 Q4 REDUCED 1,235 -77 -5.9% 0.07% $420K 2026-01-12 $369.72
2025 Q3 REDUCED 1,312 -237 -15.3% 0.07% $443K 2025-10-10 $299.42
2025 Q2 ADDED 1,549 +9 +0.6% 0.07% $418K 2025-07-09 $291.11
2025 Q1 REDUCED 1,540 -3 -0.2% 0.06% $308K 2025-04-28 $194.99
2024 Q4 REDUCED 1,543 -6 -0.4% 0.08% $428K 2025-02-03 $279.01
2024 Q3 UNCHANGED 1,549 0% 0.07% $392K 2024-10-24 $258.25
2024 Q2 REDUCED 1,549 -42 -2.6% 0.07% $323K 2024-07-09 $210.23
2024 Q1 ADDED 1,591 +63 +4.1% 0.06% $306K 2024-04-17 $180.99
2023 Q4 ADDED 1,528 +35 +2.3% 0.06% $261K 2024-01-12 $163.18
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Bank & Trust and EVR

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

How long has First Bank & Trust reported owning EVR?

First Bank & Trust reported EVR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EVR position in First Bank & Trust's portfolio?

The largest reported portfolio weight for EVR was 0.08% in 2024 Q4.

What is the latest reported EVR position on this page?

The most recent filing on this page is 2026 Q1, when First Bank & Trust reported 1,247 shares, equal to 0.06% of portfolio, with an estimated market value of $372K.

What does the chart on this EVR ownership page compare?

The chart compares First Bank & Trust'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.

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