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Childress Capital Advisors’s Evercore EVR Stock Holding History

Childress Capital Advisors’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 		$214K Buy
+628
New +$215K 0.04% 352
2026
Q1 		– Sell
-1,027
Closed -$349K – 402
2025
Q4 		$349K Buy
+1,027
New +$330K 0.06% 247

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Childress Capital Advisors's EVR Position: Q2 2026 in Review

Childress Capital Advisors opened a new position in Evercore (EVR) in Q2 2026: 628 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #352 among its holdings. This is a return to the name: Childress Capital Advisors previously reported a position in EVR as recently as Q4 2025.

Childress Capital Advisors first reported a position in EVR in Q4 2025 and has held it in 2 quarters since. The position peaked at $349K in Q4 2025. 167 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Childress Capital Advisors held 628 shares of Evercore worth $214K as of Q2 2026.
  • Evercore was a new Childress Capital Advisors position in Q2 2026.
  • Evercore made up 0.04% of Childress Capital Advisors's portfolio in Q2 2026, its #352 holding.
  • Childress Capital Advisors first reported a position in Evercore in Q4 2025 and has held it in 2 quarters since.
  • Childress Capital Advisors's Evercore position peaked at $349K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.