EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

PRINCIPAL FINANCIAL GROUP INC's Holding History (CIK: 0001126328)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 84,479 Value ($000) $28,744 Avg Close $320.89 Range $287.24 - $353.30

Q3 2025

Shares 88,107 Value ($000) $29,720 Avg Close $312.02 Range $265.06 - $363.46

Q2 2025

Shares 143,012 Value ($000) $38,616 Avg Close $218.31 Range $147.33 - $275.24

Q1 2025

Shares 144,549 Value ($000) $28,869 Avg Close $246.39 Range $183.44 - $294.03

Q4 2024

Shares 170,428 Value ($000) $47,241 Avg Close $279.37 Range $241.56 - $319.31

Q3 2024

Shares 163,968 Value ($000) $41,540 Avg Close $234.02 Range $203.82 - $255.89

Q2 2024

Shares 179,180 Value ($000) $37,346 Avg Close $190.59 Range $171.42 - $205.02

Q1 2024

Shares 130,540 Value ($000) $25,141 Avg Close $176.58 Range $158.51 - $194.65

Q4 2023

Shares 127,299 Value ($000) $21,774 Avg Close $140.62 Range $120.67 - $169.53

Q3 2023

Shares 128,651 Value ($000) $17,738 Avg Close $131.10 Range $112.87 - $142.43

Q2 2023

Shares 132,496 Value ($000) $16,375 Avg Close $110.37 Range $99.84 - $122.95

Q1 2023

Shares 141,524 Value ($000) $16,329 Avg Close $118.51 Range $102.50 - $130.71

Q4 2022

Shares 140,250 Value ($000) $15,298 Avg Close $98.92 Range $76.90 - $112.66

Q3 2022

Shares 140,538 Value ($000) $11,559 Avg Close $88.97 Range $74.35 - $99.33

Q2 2022

Shares 159,580 Value ($000) $14,939 Avg Close $99.55 Range $85.76 - $108.77

Q1 2022

Shares 149,870 Value ($000) $16,684 Avg Close $114.28 Range $99.62 - $131.78

Q4 2021

Shares 169,666 Value ($000) $23,049 Avg Close $134.77 Range $117.25 - $151.90

Q3 2021

Shares 267,721 Value ($000) $35,786 Avg Close $125.01 Range $114.35 - $132.35

Q2 2021

Shares 253,904 Value ($000) $35,742 Avg Close $127.97 Range $116.17 - $138.09

Q1 2021

Shares 180,307 Value ($000) $23,754 Avg Close $111.29 Range $94.12 - $131.72

Q4 2020

Shares 150,620 Value ($000) $16,514 Avg Close $80.64 Range $58.96 - $102.02

Q3 2020

Shares 223,709 Value ($000) $14,644 Avg Close $54.53 Range $47.45 - $61.86

Q2 2020

Shares 188,533 Value ($000) $11,108 Avg Close $48.42 Range $37.86 - $61.32

Q1 2020

Shares 169,247 Value ($000) $7,795 Avg Close $59.03 Range $29.48 - $73.96

Q4 2019

Shares 218,632 Value ($000) $16,345 Avg Close $66.70 Range $62.02 - $70.58

Q3 2019

Shares 189,628 Value ($000) $15,190 Avg Close $71.97 Range $65.02 - $79.34

Q2 2019

Shares 184,314 Value ($000) $16,324 Avg Close $76.73 Range $66.71 - $85.05

Q1 2019

Shares 184,450 Value ($000) $16,784 Avg Close $75.30 Range $59.86 - $81.50

Q4 2018

Shares 179,687 Value ($000) $12,859 Avg Close $69.94 Range $55.06 - $86.62

Q3 2018

Shares 185,317 Value ($000) $18,634 Avg Close $91.33 Range $84.98 - $99.43

Q2 2018

Shares 182,091 Value ($000) $19,201 Avg Close $87.04 Range $71.44 - $95.29

Q1 2018

Shares 211,647 Value ($000) $18,455 Avg Close $79.15 Range $69.84 - $86.45

Q4 2017

Shares 324,139 Value ($000) $29,172 Avg Close $69.79 Range $62.84 - $78.02

Q3 2017

Shares 328,813 Value ($000) $26,387 Avg Close $62.62 Range $58.08 - $68.05

Q2 2017

Shares 345,259 Value ($000) $24,341 Avg Close $60.28 Range $55.53 - $65.60

Q1 2017

Shares 567,017 Value ($000) $44,171 Avg Close $64.08 Range $56.46 - $68.90

Q4 2016

Shares 547,025 Value ($000) $37,580 Avg Close $50.50 Range $41.42 - $59.28

Q3 2016

Shares 526,579 Value ($000) $27,124 Avg Close $41.06 Range $34.81 - $43.40

Q2 2016

Shares 522,314 Value ($000) $23,081 Avg Close $40.41 Range $32.86 - $43.20

Q1 2016

Shares 520,974 Value ($000) $26,960 Avg Close $38.54 Range $33.42 - $42.98

Q4 2015

Shares 502,626 Value ($000) $27,177 Avg Close $43.27 Range $38.30 - $48.47

Q3 2015

Shares 409,240 Value ($000) $20,561 Avg Close $43.65 Range $36.64 - $47.23

Q2 2015

Shares 413,217 Value ($000) $22,298 Avg Close $40.43 Range $36.96 - $44.86

Q1 2015

Shares 272,387 Value ($000) $14,071 Avg Close $40.05 Range $36.70 - $42.17

Q4 2014

Shares 261,716 Value ($000) $13,706 Avg Close $39.23 Range $34.93 - $42.89

Q3 2014

Shares 263,245 Value ($000) $12,373 Avg Close $40.38 Range $35.53 - $45.52

Q2 2014

Shares 256,382 Value ($000) $14,778 Avg Close $42.58 Range $37.66 - $46.04

Q1 2014

Shares 339,729 Value ($000) $18,770 Avg Close $44.20 Range $39.88 - $49.10

Q4 2013

Shares 311,617 Value ($000) $18,629 Avg Close $40.94 Range $34.67 - $47.10

Q3 2013

Shares 181,727 Value ($000) $8,946 Avg Close $35.23 Range $28.55 - $40.54

Q2 2013

Shares 10,478 Value ($000) $412 Avg Close $29.51 Range $26.41 - $32.20

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	84,479	$28,744	$320.89	$287.24 - $353.30
Q3 2025	88,107	$29,720	$312.02	$265.06 - $363.46
Q2 2025	143,012	$38,616	$218.31	$147.33 - $275.24
Q1 2025	144,549	$28,869	$246.39	$183.44 - $294.03
Q4 2024	170,428	$47,241	$279.37	$241.56 - $319.31
Q3 2024	163,968	$41,540	$234.02	$203.82 - $255.89
Q2 2024	179,180	$37,346	$190.59	$171.42 - $205.02
Q1 2024	130,540	$25,141	$176.58	$158.51 - $194.65
Q4 2023	127,299	$21,774	$140.62	$120.67 - $169.53
Q3 2023	128,651	$17,738	$131.10	$112.87 - $142.43
Q2 2023	132,496	$16,375	$110.37	$99.84 - $122.95
Q1 2023	141,524	$16,329	$118.51	$102.50 - $130.71
Q4 2022	140,250	$15,298	$98.92	$76.90 - $112.66
Q3 2022	140,538	$11,559	$88.97	$74.35 - $99.33
Q2 2022	159,580	$14,939	$99.55	$85.76 - $108.77
Q1 2022	149,870	$16,684	$114.28	$99.62 - $131.78
Q4 2021	169,666	$23,049	$134.77	$117.25 - $151.90
Q3 2021	267,721	$35,786	$125.01	$114.35 - $132.35
Q2 2021	253,904	$35,742	$127.97	$116.17 - $138.09
Q1 2021	180,307	$23,754	$111.29	$94.12 - $131.72
Q4 2020	150,620	$16,514	$80.64	$58.96 - $102.02
Q3 2020	223,709	$14,644	$54.53	$47.45 - $61.86
Q2 2020	188,533	$11,108	$48.42	$37.86 - $61.32
Q1 2020	169,247	$7,795	$59.03	$29.48 - $73.96
Q4 2019	218,632	$16,345	$66.70	$62.02 - $70.58
Q3 2019	189,628	$15,190	$71.97	$65.02 - $79.34
Q2 2019	184,314	$16,324	$76.73	$66.71 - $85.05
Q1 2019	184,450	$16,784	$75.30	$59.86 - $81.50
Q4 2018	179,687	$12,859	$69.94	$55.06 - $86.62
Q3 2018	185,317	$18,634	$91.33	$84.98 - $99.43
Q2 2018	182,091	$19,201	$87.04	$71.44 - $95.29
Q1 2018	211,647	$18,455	$79.15	$69.84 - $86.45
Q4 2017	324,139	$29,172	$69.79	$62.84 - $78.02
Q3 2017	328,813	$26,387	$62.62	$58.08 - $68.05
Q2 2017	345,259	$24,341	$60.28	$55.53 - $65.60
Q1 2017	567,017	$44,171	$64.08	$56.46 - $68.90
Q4 2016	547,025	$37,580	$50.50	$41.42 - $59.28
Q3 2016	526,579	$27,124	$41.06	$34.81 - $43.40
Q2 2016	522,314	$23,081	$40.41	$32.86 - $43.20
Q1 2016	520,974	$26,960	$38.54	$33.42 - $42.98
Q4 2015	502,626	$27,177	$43.27	$38.30 - $48.47
Q3 2015	409,240	$20,561	$43.65	$36.64 - $47.23
Q2 2015	413,217	$22,298	$40.43	$36.96 - $44.86
Q1 2015	272,387	$14,071	$40.05	$36.70 - $42.17
Q4 2014	261,716	$13,706	$39.23	$34.93 - $42.89
Q3 2014	263,245	$12,373	$40.38	$35.53 - $45.52
Q2 2014	256,382	$14,778	$42.58	$37.66 - $46.04
Q1 2014	339,729	$18,770	$44.20	$39.88 - $49.10
Q4 2013	311,617	$18,629	$40.94	$34.67 - $47.10
Q3 2013	181,727	$8,946	$35.23	$28.55 - $40.54
Q2 2013	10,478	$412	$29.51	$26.41 - $32.20