Capital Fund Management (CFM)’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.62M | Buy |
+25,238
| New | +$8.64M | 0.04% | 653 |
|
|
2025
Q4 | – | Sell |
-10,853
| Closed | -$3.66M | – | 2454 |
|
|
2025
Q3 | $3.66M | Sell |
10,853
-35,683
| -77% | -$11.2M | 0.01% | 1429 |
|
|
2025
Q2 | $12.6M | Buy |
46,536
+4,741
| +11% | +$1.04M | 0.03% | 639 |
|
|
2025
Q1 | $8.35M | Buy |
+41,795
| New | +$10.4M | 0.02% | 765 |
|
|
2022
Q3 | – | Sell |
-12,602
| Closed | -$1.18M | – | 1487 |
|
|
2022
Q2 | $1.18M | Buy |
12,602
+2,154
| +21% | +$230K | 0.01% | 1011 |
|
|
2022
Q1 | $1.16M | Buy |
+10,448
| New | +$1.29M | 0.01% | 1122 |
|
|
2020
Q3 | – | Sell |
-11,924
| Closed | -$703K | – | 1263 |
|
|
2020
Q2 | $703K | Buy |
+11,924
| New | +$649K | 0.01% | 808 |
|
|
2020
Q1 | – | Sell |
-3,203
| Closed | -$239K | – | 1692 |
|
|
2019
Q4 | $239K | Buy |
+3,203
| New | +$244K | ﹤0.01% | 1689 |
|
|
2019
Q1 | – | Sell |
-30,784
| Closed | -$2.2M | – | 1782 |
|
|
2018
Q4 | $2.2M | Sell |
30,784
-41,016
| -57% | -$3.37M | 0.02% | 811 |
|
|
2018
Q3 | $7.22M | Buy |
71,800
+57,600
| +406% | +$6.21M | 0.04% | 617 |
|
|
2018
Q2 | $1.5M | Buy |
+14,200
| New | +$1.46M | 0.01% | 1198 |
|
|
2018
Q1 | – | Sell |
-63,613
| Closed | -$5.72M | – | 1921 |
|
|
2017
Q4 | $5.72M | Sell |
63,613
-9,900
| -13% | -$826K | 0.03% | 626 |
|
|
2017
Q3 | $5.9M | Buy |
+73,513
| New | +$5.53M | 0.04% | 497 |
|
|
2017
Q1 | – | Sell |
-69,801
| Closed | -$4.79M | – | 1564 |
|
|
2016
Q4 | $4.79M | Sell |
69,801
-39,464
| -36% | -$2.43M | 0.04% | 507 |
|
|
2016
Q3 | $5.63M | Buy |
109,265
+66,100
| +153% | +$3.32M | 0.05% | 429 |
|
|
2016
Q2 | $1.91M | Sell |
43,165
-63,200
| -59% | -$3.15M | 0.02% | 753 |
|
|
2016
Q1 | $5.5M | Buy |
+106,365
| New | +$5.08M | 0.05% | 406 |
|
|
2015
Q1 | – | Sell |
-17,496
| Closed | -$916K | – | 1529 |
|
|
2014
Q4 | $916K | Buy |
+17,496
| New | +$876K | 0.01% | 918 |
|
|
2014
Q3 | – | Sell |
-13,396
| Closed | -$772K | – | 1590 |
|
|
2014
Q2 | $772K | Sell |
13,396
-24,532
| -65% | -$1.35M | 0.01% | 1064 |
|
|
2014
Q1 | $2.1M | Sell |
37,928
-58,068
| -60% | -$3.32M | 0.03% | 676 |
|
|
2013
Q4 | $5.74M | Sell |
95,996
-34,247
| -26% | -$1.82M | 0.07% | 340 |
|
|
2013
Q3 | $6.41M | Buy |
+130,243
| New | +$5.99M | 0.09% | 294 |
|
Other funds holding EVR
Capital Fund Management (CFM)'s EVR Position: Q2 2026 in Review
Capital Fund Management (CFM) opened a new position in Evercore (EVR) in Q2 2026: 25,238 shares worth $8.62M. The stake represents 0.04% of the portfolio and ranks #653 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in EVR as recently as Q3 2025.
Capital Fund Management (CFM) first reported a position in EVR in Q3 2013 and has held it in 22 quarters since. The position peaked at $12.6M in Q2 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.
- Capital Fund Management (CFM) held 25,238 shares of Evercore worth $8.62M as of Q2 2026.
- Evercore was a new Capital Fund Management (CFM) position in Q2 2026.
- Evercore made up 0.04% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #653 holding.
- Capital Fund Management (CFM) first reported a position in Evercore in Q3 2013 and has held it in 22 quarters since.
- Capital Fund Management (CFM)'s Evercore position peaked at $12.6M in Q2 2025.
- 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.
Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.