Cerity Partners
EVR icon

Cerity Partners’s Evercore EVR Stock Holding History

Cerity Partners’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 		$25M Buy
73,252
+11,799
+19% +$4.04M 0.03% 415
2026
Q1 		$18.3M Buy
61,453
+12,510
+26% +$4.1M 0.03% 471
2025
Q4 		$16.7M Sell
48,943
-1,122
-2% -$361K 0.02% 463
2025
Q3 		$16.9M Buy
50,065
+8,775
+21% +$2.75M 0.03% 414
2025
Q2 		$11.1M Buy
41,290
+14,786
+56% +$3.25M 0.02% 499
2025
Q1 		$5.29M Buy
26,504
+1,098
+4% +$274K 0.01% 715
2024
Q4 		$7.03M Buy
25,406
+2,229
+10% +$631K 0.02% 602
2024
Q3 		$5.87M Buy
23,177
+3,006
+15% +$715K 0.01% 644
2024
Q2 		$4.2M Buy
20,171
+671
+3% +$131K 0.01% 657
2024
Q1 		$3.76M Buy
19,500
+5,212
+36% +$943K 0.01% 750
2023
Q4 		$2.44M Buy
14,288
+322
+2% +$46.6K 0.01% 711
2023
Q3 		$1.93M Sell
13,966
-318
-2% -$43.2K 0.01% 594
2023
Q2 		$1.77M Buy
14,284
+361
+3% +$41.5K 0.01% 758
2023
Q1 		$1.61M Buy
13,923
+13
+0.1% +$1.62K ﹤0.01% 793
2022
Q4 		$1.52M Buy
+13,910
New +$1.45M 0.01% 587

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

Cerity Partners's EVR Position: Q2 2026 in Review

Cerity Partners increased its Evercore (EVR) stake by 19% in Q2 2026, buying an estimated $4.04M and bringing the position to 73,252 shares worth $25M. The position accounts for 0.03% of the portfolio, ranked #415.

Cerity Partners first reported a position in EVR in Q4 2022 and has held it in 15 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Cerity Partners held 73,252 shares of Evercore worth $25M as of Q2 2026.
  • Cerity Partners bought 11,799 Evercore shares in Q2 2026, an estimated $4.04M.
  • Evercore made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #415 holding.
  • Cerity Partners first reported a position in Evercore in Q4 2022 and has held it in 15 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.