CIBC World Market’s Evercore EVR Stock Holding History

CIBC World Market’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	$410K	Buy	1,200 +83	+7%	+$28.4K	﹤0.01%	1267
2026 Q1	$333K	Buy	1,117 +180	+19%	+$58.9K	﹤0.01%	1240
2025 Q4	$319K	Buy	937 +38	+4%	+$12.2K	﹤0.01%	1244
2025 Q3	$303K	Buy	+899	New	+$282K	﹤0.01%	1230
2025 Q1	–	Sell	-3,096	Closed	-$858K	–	1387
2024 Q4	$858K	Buy	+3,096	New	+$877K	﹤0.01%	910
2023 Q2	–	Sell	-12,413	Closed	-$1.43M	–	1239
2023 Q1	$1.43M	Buy	+12,413	New	+$1.54M	﹤0.01%	673
2021 Q4	–	Sell	-9,682	Closed	-$1.29M	–	1352
2021 Q3	$1.29M	Buy	9,682 +241	+3%	+$32.8K	﹤0.01%	712
2021 Q2	$1.33M	Sell	9,441 -17	-0.2%	-$2.38K	﹤0.01%	724
2021 Q1	$1.25M	Sell	9,458 -30,046	-76%	-$3.67M	﹤0.01%	717
2020 Q4	$4.33M	Buy	+39,504	New	+$3.52M	0.01%	393

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CIBC World Market's EVR Position: Q2 2026 in Review

CIBC World Market increased its Evercore (EVR) stake by 7.4% in Q2 2026, buying an estimated $28.4K and bringing the position to 1,200 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

CIBC World Market first reported a position in EVR in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.33M in Q4 2020. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

CIBC World Market held 1,200 shares of Evercore worth $410K as of Q2 2026.
CIBC World Market bought 83 Evercore shares in Q2 2026, an estimated $28.4K.
Evercore made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1267 holding.
CIBC World Market first reported a position in Evercore in Q4 2020 and has held it in 10 quarters since.
CIBC World Market's Evercore position peaked at $4.33M in Q4 2020.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.