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
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 $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

CIBC Asset Management's EVR Position: Q1 2026 in Review

CIBC Asset Management held its Evercore (EVR) position steady in Q1 2026 at 1,193 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

CIBC Asset Management first reported a position in EVR in Q2 2021 and has held it in 11 quarters since. The position peaked at $406K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • CIBC Asset Management held 1,193 shares of Evercore worth $356K as of Q1 2026.
  • CIBC Asset Management left its Evercore share count unchanged in Q1 2026.
  • Evercore made up ﹤0.01% of CIBC Asset Management's portfolio in Q1 2026, its #907 holding.
  • CIBC Asset Management first reported a position in Evercore in Q2 2021 and has held it in 11 quarters since.
  • CIBC Asset Management's Evercore position peaked at $406K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.