Position in EVR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,023,048
+$1,330,131 QoQ
Shares Held
32,284
-0.6% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#133
of 703 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 94%
Shared 5%
None 1%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GLENMEDE TRUST CO NA holds $201,194,371 across 17 Capital Markets names. EVR ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
949,485 | $87,608,980 | |
| 2 | MS |
Morgan Stanley
|
149,917 | $31,338,648 | |
| 3 | GS |
Goldman Sachs Group Inc
|
25,958 | $26,253,141 | |
| 4 | MRX |
Marex Group Ltd
|
295,517 | $18,011,760 | |
| 5 | SF |
Stifel Financial Corp
|
244,976 | $17,091,974 | |
| 6 | EVR |
Evercore Inc.
This page
|
32,284 | $11,023,048 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
64,324 | $1,761,191 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
15,107 | $1,514,929 |
All Filings in EVR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,023,048 | 32,284 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,692,917 | 32,471 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $11,981,562 | 35,214 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $14,147,963 | 70,839 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $20,222,395 | 72,955 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $27,817,238 | 109,802 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $24,528,041 | 117,680 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,802,171 | 139,167 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $22,911,805 | 133,948 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,092,793 | 138,474 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $21,890,753 | 177,124 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,411,528 | 176,907 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,890,482 | 109,007 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,723,841 | 118,223 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $14,231,807 | 152,033 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $19,097,723 | 171,557 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,076,694 | 177,230 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $23,783,233 | 177,925 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $31,104,116 | 220,957 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $27,787,390 | 210,926 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $27,253,323 | 248,571 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $17,055,340 | 260,546 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $17,757,014 | 301,375 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,759,031 | 385,563 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||