Position in EVR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$58,044
+$8,492 QoQ
Shares Held
170
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#583
of 702 holders
Holding Since
Mar 2020
20 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, 2026Cullen/Frost Bankers, Inc. holds $21,072,836 across 15 Capital Markets names. EVR ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
15,301 | $15,474,972 | |
| 2 | MS |
Morgan Stanley
|
18,481 | $3,863,268 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,818 | $1,367,256 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,256 | $125,951 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,188 | $103,403 | |
| 6 | SNEX |
StoneX Group Inc.
|
798 | $63,042 | |
| 7 | EVR |
Evercore Inc.
This page
|
170 | $58,044 | |
| 8 | TIGR |
UP Fintech Holding Ltd
|
2,000 | $8,800 |
All Filings in EVR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,044 | 170 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $49,552 | 166 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $43,211 | 127 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $47,899 | 142 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $61,024 | 226 | Shares | Defined | 2025-07-30 | |
| 2024-09-30 | $2,786 | 11 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $2,292 | 11 | Shares | Defined | 2024-08-05 | |
| 2023-03-31 | $115,380 | 1,000 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $109,080 | 1,000 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $82,250 | 1,000 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $93,610 | 1,000 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $111,876 | 1,005 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $136,529 | 1,005 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $133,670 | 1,000 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $140,770 | 1,000 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $131,740 | 1,000 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $109,640 | 1,000 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $65,460 | 1,000 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $58,920 | 1,000 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $46,060 | 1,000 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||