Position in EVR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,949,017
-$284,741 QoQ
Shares Held
8,637
-20.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#239
of 703 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Crossmark Global Holdings, Inc. holds $130,552,373 across 17 Capital Markets names. EVR ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
554,130 | $51,129,575 | |
| 2 | MS |
Morgan Stanley
|
206,921 | $43,254,765 | |
| 3 | GS |
Goldman Sachs Group Inc
|
15,056 | $15,227,186 | |
| 4 | XP |
XP Inc.
|
389,125 | $6,327,172 | |
| 5 | EVR |
Evercore Inc.
This page
|
8,637 | $2,949,017 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
27,303 | $2,737,944 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
44,972 | $2,678,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
176,939 | $1,553,524 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,949,017 | 8,637 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,233,758 | 10,833 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $783,595 | 2,303 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $763,355 | 2,263 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $599,444 | 2,220 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $508,287 | 2,545 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $796,643 | 2,874 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $803,593 | 3,172 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $510,653 | 2,450 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $535,206 | 2,779 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $467,649 | 2,734 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $415,294 | 3,012 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $698,777 | 5,654 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $599,513 | 5,196 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $446,791 | 4,096 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $860,416 | 10,461 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $869,636 | 9,290 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,018,577 | 9,150 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,263,405 | 9,300 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $466,508 | 3,490 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $523,664 | 3,720 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $495,342 | 3,760 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $380,450 | 3,470 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $244,165 | 3,730 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $221,539 | 3,760 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||