CIBC Asset Management
EVR icon

CIBC Asset Management’s Evercore EVR Stock Holding History

CIBC Asset Management’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 		$418K Buy
1,224
+31
+3% +$10.6K ﹤0.01% 887
2026
Q1 		$356K Hold
1,193
– – ﹤0.01% 907
2025
Q4 		$406K Hold
1,193
– – ﹤0.01% 859
2025
Q3 		$402K Hold
1,193
– – ﹤0.01% 826
2025
Q2 		$322K Hold
1,193
– – ﹤0.01% 872
2025
Q1 		$238K Buy
1,193
+20
+2% +$4.98K ﹤0.01% 978
2024
Q4 		$325K Buy
1,173
+57
+5% +$16.1K ﹤0.01% 855
2024
Q3 		$283K Buy
1,116
+41
+4% +$9.76K ﹤0.01% 901
2024
Q2 		$224K Buy
+1,075
New +$209K ﹤0.01% 959
2022
Q1 		– Sell
-1,586
Closed -$215K – 1541
2021
Q4 		$215K Sell
1,586
-94
-6% -$13.7K ﹤0.01% 1349
2021
Q3 		$225K Buy
1,680
+176
+12% +$23.9K ﹤0.01% 1261
2021
Q2 		$212K Buy
+1,504
New +$210K ﹤0.01% 1250

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

CIBC Asset Management's EVR Position: Q2 2026 in Review

CIBC Asset Management increased its Evercore (EVR) stake by 2.6% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,224 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

CIBC Asset Management first reported a position in EVR in Q2 2021 and has held it in 12 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • CIBC Asset Management held 1,224 shares of Evercore worth $418K as of Q2 2026.
  • CIBC Asset Management bought 31 Evercore shares in Q2 2026, an estimated $10.6K.
  • Evercore made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #887 holding.
  • CIBC Asset Management first reported a position in Evercore in Q2 2021 and has held it in 12 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.