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Central Trust Company’s Evercore EVR Stock Holding History

Central Trust Company’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 		$252K Buy
737
+97
+15% +$33.2K ﹤0.01% 585
2026
Q1 		$191K Sell
640
-49
-7% -$16K ﹤0.01% 602
2025
Q4 		$234K Buy
689
+579
+526% +$186K ﹤0.01% 554
2025
Q3 		$37.1K Buy
+110
New +$34.5K ﹤0.01% 870
2024
Q1 		– Sell
-20
Closed -$3.42K – 1387
2023
Q4 		$3.42K Hold
20
– – ﹤0.01% 1216
2023
Q3 		$2.76K Sell
20
-14
-41% -$1.9K ﹤0.01% 1227
2023
Q2 		$4.2K Hold
34
– – ﹤0.01% 1111
2023
Q1 		$3.92K Hold
34
– – ﹤0.01% 1134
2022
Q4 		$3.71K Hold
34
– – ﹤0.01% 1108
2022
Q3 		$3K Hold
34
– – ﹤0.01% 1154
2022
Q2 		$3K Sell
34
-52
-60% -$5.54K ﹤0.01% 1165
2022
Q1 		$10K Sell
86
-190
-69% -$23.4K ﹤0.01% 1073
2021
Q4 		$37K Sell
276
-40
-13% -$5.83K ﹤0.01% 841
2021
Q3 		$42K Sell
316
-251
-44% -$34.1K ﹤0.01% 792
2021
Q2 		$80K Buy
567
+15
+3% +$2.1K ﹤0.01% 667
2021
Q1 		$73K Sell
552
-175
-24% -$21.4K ﹤0.01% 655
2020
Q4 		$80K Buy
+727
New +$64.7K ﹤0.01% 627
2019
Q2 		– Sell
-150
Closed -$14K – 1142
2019
Q1 		$14K Buy
+150
New +$13.2K ﹤0.01% 819
2017
Q3 		– Sell
-50
Closed -$4K – 1273
2017
Q2 		$4K Buy
+50
New +$3.64K ﹤0.01% 1074

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

Central Trust Company's EVR Position: Q2 2026 in Review

Central Trust Company increased its Evercore (EVR) stake by 15% in Q2 2026, buying an estimated $33.2K and bringing the position to 737 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Central Trust Company first reported a position in EVR in Q2 2017 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Central Trust Company held 737 shares of Evercore worth $252K as of Q2 2026.
  • Central Trust Company bought 97 Evercore shares in Q2 2026, an estimated $33.2K.
  • Evercore made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #585 holding.
  • Central Trust Company first reported a position in Evercore in Q2 2017 and has held it in 19 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.