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Blue Trust Inc’s Evercore EVR Stock Holding History

Blue Trust Inc’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
Q2 		$190K Buy
556
+8
+1% +$2.74K ﹤0.01% 804
2026
Q1 		$163K Sell
548
-320
-37% -$105K ﹤0.01% 838
2025
Q4 		$295K Sell
868
-29
-3% -$9.32K ﹤0.01% 657
2025
Q3 		$303K Sell
897
-95
-10% -$29.8K ﹤0.01% 661
2025
Q2 		$268K Sell
992
-321
-24% -$70.6K ﹤0.01% 661
2025
Q1 		$262K Buy
1,313
+213
+19% +$53.1K ﹤0.01% 618
2024
Q4 		$305K Sell
1,100
-719
-40% -$204K ﹤0.01% 522
2024
Q3 		$379K Buy
1,819
+479
+36% +$114K ﹤0.01% 571
2024
Q2 		$258K Buy
1,340
+328
+32% +$63.8K ﹤0.01% 612
2024
Q1 		$195K Sell
1,012
-293
-22% -$53K ﹤0.01% 517
2023
Q4 		$180K Buy
1,305
+215
+20% +$31.1K ﹤0.01% 473
2023
Q3 		$135K Buy
1,090
+650
+148% +$88.2K ﹤0.01% 535
2023
Q2 		$51K Sell
440
-1,305
-75% -$150K ﹤0.01% 687
2023
Q1 		$190K Buy
1,745
+752
+76% +$93.5K ﹤0.01% 559
2022
Q4 		$82K Buy
993
+787
+382% +$82.1K ﹤0.01% 732
2022
Q3 		$19K Buy
206
+49
+31% +$4.63K ﹤0.01% 1109
2022
Q2 		$18K Buy
+157
New +$16.7K ﹤0.01% 986

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Blue Trust Inc's EVR Position: Q2 2026 in Review

Blue Trust Inc increased its Evercore (EVR) stake by 1.5% in Q2 2026, buying an estimated $2.74K and bringing the position to 556 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Blue Trust Inc first reported a position in EVR in Q2 2022 and has held it in 17 quarters since. The position peaked at $379K in Q3 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Blue Trust Inc held 556 shares of Evercore worth $190K as of Q2 2026.
  • Blue Trust Inc bought 8 Evercore shares in Q2 2026, an estimated $2.74K.
  • Evercore made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #804 holding.
  • Blue Trust Inc first reported a position in Evercore in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Evercore position peaked at $379K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.