Cadence Bank’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.1M | Buy |
6,168
+224
| +4% | +$72K | 0.12% | 114 |
|
|
2025
Q3 | $2.01M | Hold |
5,944
| – | – | 0.12% | 122 |
|
|
2025
Q2 | $1.6M | Sell |
5,944
-83
| -1% | -$18.3K | 0.11% | 137 |
|
|
2025
Q1 | $1.2M | Buy |
6,027
+64
| +1% | +$15.9K | 0.09% | 148 |
|
|
2024
Q4 | $1.65M | Sell |
5,963
-44
| -0.7% | -$12.5K | 0.11% | 125 |
|
|
2024
Q3 | $1.52M | Sell |
6,007
-22
| -0.4% | -$5.24K | 0.1% | 137 |
|
|
2024
Q2 | $1.26M | Hold |
6,029
| – | – | 0.09% | 131 |
|
|
2024
Q1 | $1.16M | Buy |
6,029
+41
| +0.7% | +$7.42K | 0.08% | 149 |
|
|
2023
Q4 | $1.02M | Hold |
5,988
| – | – | 0.08% | 152 |
|
|
2023
Q3 | $826K | Hold |
5,988
| – | – | 0.07% | 165 |
|
|
2023
Q2 | $740K | Sell |
5,988
-338
| -5% | -$38.9K | 0.06% | 181 |
|
|
2023
Q1 | $730K | Sell |
6,326
-88
| -1% | -$10.9K | 0.07% | 181 |
|
|
2022
Q4 | $700K | Sell |
6,414
-41
| -0.6% | -$4.28K | 0.06% | 190 |
|
|
2022
Q3 | $531K | Sell |
6,455
-38
| -0.6% | -$3.59K | 0.06% | 201 |
|
|
2022
Q2 | $608K | Sell |
6,493
-43
| -0.7% | -$4.58K | 0.09% | 116 |
|
|
2022
Q1 | $728K | Sell |
6,536
-60
| -0.9% | -$7.38K | 0.09% | 113 |
|
|
2021
Q4 | $896K | Sell |
6,596
-3,449
| -34% | -$503K | 0.11% | 103 |
|
|
2021
Q3 | $1.34M | Sell |
10,045
-4
| -0% | -$544 | 0.19% | 75 |
|
|
2021
Q2 | $1.42M | Sell |
10,049
-301
| -3% | -$42.1K | 0.21% | 73 |
|
|
2021
Q1 | $1.36M | Buy |
10,350
+225
| +2% | +$27.5K | 0.21% | 74 |
|
|
2020
Q4 | $1.11M | Buy |
10,125
+322
| +3% | +$28.7K | 0.17% | 90 |
|
|
2020
Q3 | $641K | Hold |
9,803
| – | – | 0.13% | 108 |
|
|
2020
Q2 | $577K | Buy |
9,803
+23
| +0.2% | +$1.25K | 0.12% | 116 |
|
|
2020
Q1 | $450K | Buy |
9,780
+398
| +4% | +$26.7K | 0.11% | 116 |
|
|
2019
Q4 | $701K | Buy |
9,382
+370
| +4% | +$28.2K | 0.13% | 110 |
|
|
2019
Q3 | $722K | Sell |
9,012
-254
| -3% | -$21K | 0.07% | 113 |
|
|
2019
Q2 | $820K | Buy |
9,266
+231
| +3% | +$20.6K | 0.08% | 102 |
|
|
2019
Q1 | $822K | Sell |
9,035
-741
| -8% | -$65.1K | 0.08% | 104 |
|
|
2018
Q4 | $699K | Sell |
9,776
-95
| -1% | -$7.8K | 0.08% | 106 |
|
|
2018
Q3 | $993K | Buy |
9,871
+456
| +5% | +$49.1K | 0.09% | 92 |
|
|
2018
Q2 | $993K | Buy |
9,415
+940
| +11% | +$96.9K | 0.09% | 95 |
|
|
2018
Q1 | $739K | Buy |
8,475
+3,130
| +59% | +$295K | 0.07% | 113 |
|
|
2017
Q4 | $481K | Buy |
+5,345
| New | +$446K | 0.05% | 153 |
|
Other funds holding EVR
Cadence Bank's EVR Position: Q4 2025 in Review
Cadence Bank increased its Evercore (EVR) stake by 3.8% in Q4 2025, buying an estimated $72K and bringing the position to 6,168 shares worth $2.1M. The position accounts for 0.12% of the portfolio, ranked #114.
Cadence Bank first reported a position in EVR in Q4 2017 and has held it in 33 quarters since. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.
- Cadence Bank held 6,168 shares of Evercore worth $2.1M as of Q4 2025.
- Cadence Bank bought 224 Evercore shares in Q4 2025, an estimated $72K.
- Evercore made up 0.12% of Cadence Bank's portfolio in Q4 2025, its #114 holding.
- Cadence Bank first reported a position in Evercore in Q4 2017 and has held it in 33 quarters since.
- 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.
Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.