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Central Pacific Bank - Trust Division’s Evercore EVR Stock Holding History

Central Pacific Bank - Trust Division’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
Q3 		$209K Buy
810
+240
+42% +$73K 0.02% 457
2026
Q2 		$195K Hold
570
– – 0.02% 480
2026
Q1 		$170K Buy
570
+20
+4% +$6.55K 0.02% 489
2025
Q4 		$187K Sell
550
-60
-10% -$19.3K 0.02% 457
2025
Q3 		$206K Sell
610
-100
-14% -$31.3K 0.02% 438
2025
Q2 		$192K Sell
710
-40
-5% -$8.8K 0.02% 442
2025
Q1 		$150K Buy
750
+60
+9% +$14.9K 0.02% 501
2024
Q4 		$191K Buy
690
+120
+21% +$34K 0.03% 460
2024
Q3 		$144K Sell
570
-3,385
-86% -$806K 0.02% 519
2024
Q2 		$824K Buy
3,955
+265
+7% +$51.6K 0.1% 215
2024
Q1 		$698K Buy
+3,690
New +$668K 0.09% 252

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Central Pacific Bank - Trust Division's EVR Position: Q3 2026 in Review

Central Pacific Bank - Trust Division increased its Evercore (EVR) stake by 42% in Q3 2026, buying an estimated $73K and bringing the position to 810 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #457.

Central Pacific Bank - Trust Division first reported a position in EVR in Q1 2024 and has held it in 11 quarters since. The position peaked at $824K in Q2 2024. 18 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Central Pacific Bank - Trust Division held 810 shares of Evercore worth $209K as of Q3 2026.
  • Central Pacific Bank - Trust Division bought 240 Evercore shares in Q3 2026, an estimated $73K.
  • Evercore made up 0.02% of Central Pacific Bank - Trust Division's portfolio in Q3 2026, its #457 holding.
  • Central Pacific Bank - Trust Division first reported a position in Evercore in Q1 2024 and has held it in 11 quarters since.
  • Central Pacific Bank - Trust Division's Evercore position peaked at $824K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.