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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
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

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Centurion Wealth Management's EVR Position: Q2 2026 in Review

Centurion Wealth Management reduced its Evercore (EVR) stake by 21% in Q2 2026, selling an estimated $77K and leaving 825 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #233.

Centurion Wealth Management first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $357K in Q4 2025. 69 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Centurion Wealth Management held 825 shares of Evercore worth $282K as of Q2 2026.
  • Centurion Wealth Management sold 225 Evercore shares in Q2 2026, an estimated $77K.
  • Evercore made up 0.07% of Centurion Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Centurion Wealth Management first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • Centurion Wealth Management's Evercore position peaked at $357K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.