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Cetera Trust Company’s Evercore EVR Stock Holding History

Cetera Trust Company’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 		$638K Buy
1,870
+50
+3% +$17.1K 0.32% 64
2026
Q1 		$543K Hold
1,820
– – 0.31% 66
2025
Q4 		$619K Hold
1,820
– – 0.33% 60
2025
Q3 		$614K Hold
1,820
– – 0.34% 57
2025
Q2 		$491K Buy
1,820
+100
+6% +$22K 0.29% 65
2025
Q1 		$344K Hold
1,720
– – 0.22% 79
2024
Q4 		$477K Sell
1,720
-94
-5% -$26.6K 0.31% 58
2024
Q3 		$460K Hold
1,814
– – 0.28% 66
2024
Q2 		$378K Hold
1,814
– – 0.24% 70
2024
Q1 		$349K Sell
1,814
-100
-5% -$18.1K 0.21% 80
2023
Q4 		$327K Buy
+1,914
New +$277K 0.2% 85

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

Cetera Trust Company's EVR Position: Q2 2026 in Review

Cetera Trust Company increased its Evercore (EVR) stake by 2.7% in Q2 2026, buying an estimated $17.1K and bringing the position to 1,870 shares worth $638K. The position accounts for 0.32% of the portfolio, ranked #64.

Cetera Trust Company first reported a position in EVR in Q4 2023 and has held it in 11 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Cetera Trust Company held 1,870 shares of Evercore worth $638K as of Q2 2026.
  • Cetera Trust Company bought 50 Evercore shares in Q2 2026, an estimated $17.1K.
  • Evercore made up 0.32% of Cetera Trust Company's portfolio in Q2 2026, its #64 holding.
  • Cetera Trust Company first reported a position in Evercore in Q4 2023 and has held it in 11 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.