ANB Bank
EVR icon

ANB Bank’s Evercore EVR Stock Holding History

ANB Bank’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-785
Closed -$268K – 129
2026
Q2 		$268K Buy
785
+14
+2% +$4.79K 0.1% 119
2026
Q1 		$230K Buy
771
+2
+0.3% +$655 0.09% 121
2025
Q4 		$262K Sell
769
-28
-4% -$9K 0.1% 108
2025
Q3 		$269K Buy
+797
New +$250K 0.11% 104
2025
Q1 		– Sell
-1,191
Closed -$330K – 119
2024
Q4 		$330K Buy
+1,191
New +$337K 0.14% 81

Other funds holding EVR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ANB Bank's EVR Position: Q3 2026 in Review

ANB Bank sold out of Evercore (EVR) in Q3 2026, closing a stake of 785 shares — an estimated $268K sold.

ANB Bank first reported a position in EVR in Q4 2024 and held it in 5 quarters. The position peaked at $330K in Q4 2024. 335 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • ANB Bank reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • ANB Bank sold 785 Evercore shares in Q3 2026, an estimated $268K.
  • ANB Bank first reported a position in Evercore in Q4 2024 and held it in 5 quarters.
  • ANB Bank's Evercore position peaked at $330K in Q4 2024.
  • 335 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on ANB Bank's 13F filing for Q3 2026, filed 9 Oct 2026.