Argent Trust Co’s Evercore EVR Stock Holding History

Argent Trust Co’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 Q1	–	Sell	-687	Closed	-$234K	–	716
2025 Q4	$234K	Buy	687 +18	+3%	+$5.79K	0.01%	647
2025 Q3	$226K	Buy	+669	New	+$210K	0.01%	650

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Argent Trust Co's EVR Position: Q1 2026 in Review

Argent Trust Co sold out of Evercore (EVR) in Q1 2026, closing a stake of 687 shares — an estimated $234K sold.

Argent Trust Co first reported a position in EVR in Q3 2025 and held it in 2 quarters. The position peaked at $234K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Argent Trust Co reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
Argent Trust Co sold 687 Evercore shares in Q1 2026, an estimated $234K.
Argent Trust Co first reported a position in Evercore in Q3 2025 and held it in 2 quarters.
Argent Trust Co's Evercore position peaked at $234K in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Argent Trust Co's 13F filing for Q1 2026, filed 13 May 2026.