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 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 $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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC World Market's EVR Position: Q1 2026 in Review

CIBC World Market increased its Evercore (EVR) stake by 19% in Q1 2026, buying an estimated $58.9K and bringing the position to 1,117 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

CIBC World Market first reported a position in EVR in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.33M in Q4 2020. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

CIBC World Market held 1,117 shares of Evercore worth $333K as of Q1 2026.
CIBC World Market bought 180 Evercore shares in Q1 2026, an estimated $58.9K.
Evercore made up ﹤0.01% of CIBC World Market's portfolio in Q1 2026, its #1240 holding.
CIBC World Market first reported a position in Evercore in Q4 2020 and has held it in 9 quarters since.
CIBC World Market's Evercore position peaked at $4.33M in Q4 2020.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on CIBC World Market's 13F filing for Q1 2026, filed 14 May 2026.