Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,793,584
+$459,245 QoQ
Shares Held
5,253
+17.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#286
of 703 holders
Holding Since
Mar 2020
23 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, 2026MARTINGALE ASSET MANAGEMENT L P holds $33,273,156 across 8 Capital Markets names. EVR ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
189,880 | $17,520,227 | |
| 2 | SNEX |
StoneX Group Inc.
|
57,724 | $4,560,235 | |
| 3 | PIPR |
Piper Sandler Companies
|
36,800 | $2,662,112 | |
| 4 | SF |
Stifel Financial Corp
|
37,900 | $2,644,283 | |
| 5 | PJT |
PJT Partners Inc.
|
15,915 | $2,402,210 | |
| 6 | EVR |
Evercore Inc.
This page
|
5,253 | $1,793,584 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
14,272 | $1,242,234 | |
| 8 | XP |
XP Inc.
|
27,569 | $448,271 |
All Filings in EVR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,793,584 | 5,253 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,334,339 | 4,470 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,197,680 | 3,520 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,276,756 | 3,785 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $950,740 | 3,521 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $241,261 | 1,208 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $334,845 | 1,208 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $328,902 | 1,578 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,171,499 | 21,660 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,799,875 | 22,215 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,420,389 | 24,807 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,669,848 | 37,785 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,910,455 | 51,226 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,897,955 | 54,070 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,705,769 | 57,213 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,187,995 | 66,104 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,337,187 | 83,877 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,435,037 | 84,174 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,950,453 | 44,516 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,389,238 | 38,284 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,916,026 | 14,544 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,340,265 | 21,345 | Shares | Sole | 2021-02-10 | |
| 2020-03-31 | $460,784 | 10,004 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||