Campbell Newman Asset Management’s Evercore EVR Stock Holding History

Campbell Newman Asset Management’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	$3.58M	Buy	10,481 +454	+5%	+$155K	0.27%	44
2026 Q1	$2.99M	Buy	10,027 +173	+2%	+$56.6K	0.24%	49
2025 Q4	$3.35M	Sell	9,854 -373	-4%	-$120K	0.25%	48
2025 Q3	$3.45M	Buy	10,227 +45	+0.4%	+$14.1K	0.25%	50
2025 Q2	$2.75M	Buy	10,182 +675	+7%	+$148K	0.22%	53
2025 Q1	$1.9M	Sell	9,507 -44	-0.5%	-$11K	0.16%	67
2024 Q4	$2.65M	Sell	9,551 -52	-0.5%	-$14.7K	0.21%	51
2024 Q3	$2.43M	Sell	9,603 -156	-2%	-$37.1K	0.18%	55
2024 Q2	$2.03M	Sell	9,759 -44	-0.4%	-$8.56K	0.16%	59
2024 Q1	$1.89M	Buy	9,803 +228	+2%	+$41.3K	0.15%	63
2023 Q4	$1.64M	Buy	9,575 +40	+0.4%	+$5.79K	0.14%	65
2023 Q3	$1.31M	Sell	9,535 -171	-2%	-$23.2K	0.12%	76
2023 Q2	$1.2M	Buy	9,706 +211	+2%	+$24.3K	0.11%	80
2023 Q1	$1.1M	Buy	9,495 +88	+0.9%	+$10.9K	0.11%	82
2022 Q4	$1.03M	Buy	9,407 +297	+3%	+$31K	0.1%	82
2022 Q3	$749K	Buy	9,110 +213	+2%	+$20.1K	0.08%	90
2022 Q2	$833K	Buy	8,897 +381	+4%	+$40.6K	0.09%	89
2022 Q1	$948K	Buy	8,516 +166	+2%	+$20.4K	0.09%	91
2021 Q4	$1.13M	Buy	8,350 +222	+3%	+$32.4K	0.1%	85
2021 Q3	$1.09M	Buy	8,128 +423	+5%	+$57.5K	0.11%	80
2021 Q2	$1.08M	Buy	7,705 +386	+5%	+$54K	0.11%	83
2021 Q1	$964K	Buy	7,319 +340	+5%	+$41.5K	0.1%	89
2020 Q4	$765K	Buy	6,979 +520	+8%	+$46.3K	0.09%	95
2020 Q3	$423K	Buy	6,459 +114	+2%	+$6.92K	0.05%	108
2020 Q2	$374K	Buy	6,345 +56	+0.9%	+$3.05K	0.05%	110
2020 Q1	$290K	Sell	6,289 -349	-5%	-$23.4K	0.05%	109
2019 Q4	$496K	Buy	6,638 +46	+0.7%	+$3.51K	0.07%	105
2019 Q3	$528K	Sell	6,592 -52	-0.8%	-$4.31K	0.08%	102
2019 Q2	$588K	Buy	6,644 +440	+7%	+$39.2K	0.09%	95
2019 Q1	$565K	Buy	6,204 +145	+2%	+$12.7K	0.09%	98
2018 Q4	$434K	Buy	6,059 +628	+12%	+$51.6K	0.08%	103
2018 Q3	$546K	Buy	5,431 +280	+5%	+$30.2K	0.08%	103
2018 Q2	$543K	Buy	5,151 +238	+5%	+$24.5K	0.08%	98
2018 Q1	$428K	Buy	4,913 +213	+5%	+$20.1K	0.07%	106
2017 Q4	$423K	Buy	4,700 +863	+22%	+$72K	0.07%	101
2017 Q3	$308K	Buy	3,837 +492	+15%	+$37K	0.06%	105
2017 Q2	$236K	Buy	3,345 +156	+5%	+$11.3K	0.04%	119
2017 Q1	$248K	Buy	+3,189	New	+$248K	0.05%	106

Other funds holding EVR

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Campbell Newman Asset Management's EVR Position: Q2 2026 in Review

Campbell Newman Asset Management increased its Evercore (EVR) stake by 4.5% in Q2 2026, buying an estimated $155K and bringing the position to 10,481 shares worth $3.58M. The position accounts for 0.27% of the portfolio, ranked #44.

Campbell Newman Asset Management first reported a position in EVR in Q1 2017 and has held it in 38 quarters since. 218 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Campbell Newman Asset Management held 10,481 shares of Evercore worth $3.58M as of Q2 2026.
Campbell Newman Asset Management bought 454 Evercore shares in Q2 2026, an estimated $155K.
Evercore made up 0.27% of Campbell Newman Asset Management's portfolio in Q2 2026, its #44 holding.
Campbell Newman Asset Management first reported a position in Evercore in Q1 2017 and has held it in 38 quarters since.
218 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.