Centurion Wealth Management
EVR icon

Centurion Wealth Management’s Evercore EVR Stock Holding History

Centurion Wealth Management’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 		$212K Hold
825
– – 0.05% 266
2026
Q2 		$282K Sell
825
-225
-21% -$77K 0.07% 233
2026
Q1 		$313K Hold
1,050
– – 0.07% 227
2025
Q4 		$357K Hold
1,050
– – 0.08% 201
2025
Q3 		$354K Buy
+1,050
New +$329K 0.08% 199

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Centurion Wealth Management's EVR Position: Q3 2026 in Review

Centurion Wealth Management held its Evercore (EVR) position steady in Q3 2026 at 825 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #266.

Centurion Wealth Management first reported a position in EVR in Q3 2025 and has held it in 5 quarters since. The position peaked at $357K in Q4 2025. 100 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Centurion Wealth Management held 825 shares of Evercore worth $212K as of Q3 2026.
  • Centurion Wealth Management left its Evercore share count unchanged in Q3 2026.
  • Evercore made up 0.05% of Centurion Wealth Management's portfolio in Q3 2026, its #266 holding.
  • Centurion Wealth Management first reported a position in Evercore in Q3 2025 and has held it in 5 quarters since.
  • Centurion Wealth Management's Evercore position peaked at $357K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.