GREENLEAF TRUST

Position in EVR — Evercore Inc.

CIK 1162170 KALAMAZOO, MI

Position in EVR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$572,594

+$65,426 QoQ

Shares Held

1,677

-1.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#92

of 215 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GREENLEAF TRUST holds $24,819,422 across 14 Capital Markets names. EVR ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	8,398	$8,493,485
2	MS	Morgan Stanley	29,247	$6,113,792
3	SCHW	Schwab Charles Corp	49,653	$4,581,482
4	LPLA	LPL Financial Holdings Inc.	8,942	$2,518,782
5	EVR	Evercore Inc. This page	1,677	$572,594
6	WULF	Terawulf Inc.	19,501	$481,674
7	HOOD	Robinhood Markets, Inc.	4,472	$448,451
8	RIOT	Riot Platforms, Inc.	15,352	$420,337

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$572,594	1,677	-1.3%	Shares	Defined	2026-07-21
2026-03-31	$507,168	1,699	-0.1%	Shares	Defined	2026-04-27
2025-12-31	$578,765	1,701	+0.2%	Shares	Sole	2026-01-21
2025-09-30	$572,432	1,697	-1.7%	Shares	Defined	2025-10-22
2025-06-30	$466,324	1,727	-3.0%	Shares	Defined	2025-07-17
2025-03-31	$355,701	1,781	-0.2%	Shares	Defined	2025-04-30
2024-12-31	$494,784	1,785	-0.5%	Shares	Defined	2025-01-24
2024-09-30	$454,491	1,794	0.0%	Shares	Defined	2024-10-22
2024-06-30	$373,923	1,794	-0.1%	Shares	Defined	2024-07-22
2024-03-31	$345,699	1,795	-2.1%	Shares	Defined	2024-04-29
2023-12-31	$313,705	1,834	+2.8%	Shares	Defined	2024-01-31
2023-09-30	$245,977	1,784	+0.1%	Shares	Defined	2023-11-09
2023-06-30	$220,360	1,783	+0.9%	Shares	Defined	2023-08-09
2023-03-31	$203,876	1,767	—	Shares	Defined	2023-05-11
No filing history on record for this holder in this stock.