Position in EVR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$39,549,335
+$21,245,896 QoQ
Shares Held
115,831
+88.9% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#54
of 703 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Boston Trust Walden Corp holds $118,338,715 across 6 Capital Markets names. EVR ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
215,325 | $45,011,537 | |
| 2 | EVR |
Evercore Inc.
This page
|
115,831 | $39,549,335 | |
| 3 | PIPR |
Piper Sandler Companies
|
437,008 | $31,613,158 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,184 | $1,197,462 | |
| 5 | SCHW |
Schwab Charles Corp
|
6,420 | $592,373 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
7,500 | $374,850 |
All Filings in EVR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,549,335 | 115,831 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $18,303,439 | 61,316 | Shares | Defined | 2026-04-24 | |
| 2025-09-30 | $12,052,105 | 35,729 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $54,892,905 | 203,292 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $32,759,871 | 164,029 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $55,171,065 | 199,037 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $58,570,434 | 231,193 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $62,485,229 | 299,790 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $57,776,613 | 299,998 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $51,697,467 | 302,236 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $41,370,618 | 300,048 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $34,835,695 | 281,865 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $31,570,736 | 273,624 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $28,775,849 | 263,805 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $21,903,997 | 266,310 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $24,151,567 | 258,002 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $28,231,976 | 253,611 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $22,841,003 | 168,134 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $17,419,472 | 130,317 | Shares | Defined | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||