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 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

FWIA

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

PCM

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Central Pacific Bank - Trust Division's EVR Position: Q2 2026 in Review

Central Pacific Bank - Trust Division held its Evercore (EVR) position steady in Q2 2026 at 570 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #480.

Central Pacific Bank - Trust Division first reported a position in EVR in Q1 2024 and has held it in 10 quarters since. The position peaked at $824K in Q2 2024. 108 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Central Pacific Bank - Trust Division held 570 shares of Evercore worth $195K as of Q2 2026.
Central Pacific Bank - Trust Division left its Evercore share count unchanged in Q2 2026.
Evercore made up 0.02% of Central Pacific Bank - Trust Division's portfolio in Q2 2026, its #480 holding.
Central Pacific Bank - Trust Division first reported a position in Evercore in Q1 2024 and has held it in 10 quarters since.
Central Pacific Bank - Trust Division's Evercore position peaked at $824K in Q2 2024.
108 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.