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
Q3 		$315K Hold
1,224
– – ﹤0.01% 982
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% +$9.8K ﹤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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Paralel Advisors
Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

CIBC Asset Management's EVR Position: Q3 2026 in Review

CIBC Asset Management held its Evercore (EVR) position steady in Q3 2026 at 1,224 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

CIBC Asset Management first reported a position in EVR in Q2 2021 and has held it in 13 quarters since. The position peaked at $418K in Q2 2026. 379 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • CIBC Asset Management held 1,224 shares of Evercore worth $315K as of Q3 2026.
  • CIBC Asset Management left its Evercore share count unchanged in Q3 2026.
  • Evercore made up ﹤0.01% of CIBC Asset Management's portfolio in Q3 2026, its #982 holding.
  • CIBC Asset Management first reported a position in Evercore in Q2 2021 and has held it in 13 quarters since.
  • CIBC Asset Management's Evercore position peaked at $418K in Q2 2026.
  • 379 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on CIBC Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.