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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Certuity's EVR Position: Q1 2026 in Review

Certuity increased its Evercore (EVR) stake by 31% in Q1 2026, buying an estimated $125K and bringing the position to 1,625 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #299.

Certuity first reported a position in EVR in Q4 2024 and has held it in 5 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Certuity held 1,625 shares of Evercore worth $485K as of Q1 2026.
  • Certuity bought 381 Evercore shares in Q1 2026, an estimated $125K.
  • Evercore made up 0.03% of Certuity's portfolio in Q1 2026, its #299 holding.
  • Certuity first reported a position in Evercore in Q4 2024 and has held it in 5 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.