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Certuity’s Evercore EVR Stock Holding History

Certuity’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 		$557K Buy
1,633
+8
+0.5% +$2.74K 0.03% 309
2026
Q1 		$485K Buy
1,625
+381
+31% +$125K 0.03% 299
2025
Q4 		$424K Buy
1,244
+51
+4% +$16.4K 0.03% 311
2025
Q3 		$402K Buy
1,193
+94
+9% +$29.5K 0.03% 313
2025
Q2 		$297K Buy
+1,099
New +$242K 0.03% 299
2025
Q1 		– Sell
-904
Closed -$251K – 414
2024
Q4 		$251K Buy
+904
New +$256K 0.03% 295

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

Certuity's EVR Position: Q2 2026 in Review

Certuity increased its Evercore (EVR) stake by 0.49% in Q2 2026, buying an estimated $2.74K and bringing the position to 1,633 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #309.

Certuity first reported a position in EVR in Q4 2024 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Certuity held 1,633 shares of Evercore worth $557K as of Q2 2026.
  • Certuity bought 8 Evercore shares in Q2 2026, an estimated $2.74K.
  • Evercore made up 0.03% of Certuity's portfolio in Q2 2026, its #309 holding.
  • Certuity first reported a position in Evercore in Q4 2024 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.