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Capital Performance Advisors’s Evercore EVR Stock Holding History

Capital Performance Advisors’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 		– Sell
-846
Closed -$252K – 374
2026
Q1 		$252K Buy
846
+130
+18% +$42.6K 0.02% 372
2025
Q4 		$243K Buy
716
+7
+1% +$2.25K 0.02% 360
2025
Q3 		$239K Buy
+709
New +$222K 0.04% 275
2024
Q4 		– Sell
-111
Closed -$28.1K – 983
2024
Q3 		$28.1K Buy
+111
New +$26.4K 0.01% 503

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

Capital Performance Advisors's EVR Position: Q2 2026 in Review

Capital Performance Advisors sold out of Evercore (EVR) in Q2 2026, closing a stake of 846 shares — an estimated $252K sold.

Capital Performance Advisors first reported a position in EVR in Q3 2024 and held it in 4 quarters. The position peaked at $252K in Q1 2026. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Capital Performance Advisors reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 846 Evercore shares in Q2 2026, an estimated $252K.
  • Capital Performance Advisors first reported a position in Evercore in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's Evercore position peaked at $252K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.