CTC
EVR icon

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
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 $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

Cetera Trust Company's EVR Position: Q1 2026 in Review

Cetera Trust Company held its Evercore (EVR) position steady in Q1 2026 at 1,820 shares worth $543K. The position accounts for 0.31% of the portfolio, ranked #66.

Cetera Trust Company first reported a position in EVR in Q4 2023 and has held it in 10 quarters since. The position peaked at $619K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Cetera Trust Company held 1,820 shares of Evercore worth $543K as of Q1 2026.
  • Cetera Trust Company left its Evercore share count unchanged in Q1 2026.
  • Evercore made up 0.31% of Cetera Trust Company's portfolio in Q1 2026, its #66 holding.
  • Cetera Trust Company first reported a position in Evercore in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Evercore position peaked at $619K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.