CIBC Private Wealth Group
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CIBC Private Wealth Group’s Evercore EVR Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$97.7K Sell
287
-252
-47% -$81K ﹤0.01% 1526
2025
Q3 		$182K Buy
539
+140
+35% +$43.9K ﹤0.01% 1225
2025
Q2 		$108K Buy
399
+22
+6% +$4.84K ﹤0.01% 1351
2025
Q1 		$61.7K Buy
377
+65
+21% +$16.2K ﹤0.01% 1559
2024
Q4 		$85.6K Sell
312
-25
-7% -$7.08K ﹤0.01% 1479
2024
Q3 		$85.4K Sell
337
-29
-8% -$6.9K ﹤0.01% 1556
2024
Q2 		$77.8K Buy
366
+7
+2% +$1.36K ﹤0.01% 1494
2024
Q1 		$67.9K Buy
+359
New +$65K ﹤0.01% 1541
2018
Q3 		– Sell
-363
Closed -$38K – 1184
2018
Q2 		$38K Sell
363
-178
-33% -$18.4K ﹤0.01% 1232
2018
Q1 		$47K Sell
541
-21,322
-98% -$2.01M ﹤0.01% 1174
2017
Q4 		$1.97M Buy
21,863
+7,146
+49% +$596K 0.01% 513
2017
Q3 		$1.18M Buy
+14,717
New +$1.11M 0.01% 599

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CIBC Private Wealth Group's EVR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Evercore (EVR) stake by 47% in Q4 2025, selling an estimated $81K and leaving 287 shares worth $97.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

CIBC Private Wealth Group first reported a position in EVR in Q3 2017 and has held it in 12 quarters since. The position peaked at $1.97M in Q4 2017. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • CIBC Private Wealth Group held 287 shares of Evercore worth $97.7K as of Q4 2025.
  • CIBC Private Wealth Group sold 252 Evercore shares in Q4 2025, an estimated $81K.
  • Evercore made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1526 holding.
  • CIBC Private Wealth Group first reported a position in Evercore in Q3 2017 and has held it in 12 quarters since.
  • CIBC Private Wealth Group's Evercore position peaked at $1.97M in Q4 2017.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.