Clearstead Trust’s Evercore EVR Stock Holding History

Clearstead Trust’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	$4.1K	Hold	12	–	–	﹤0.01%	806
2026 Q1	$3.58K	Buy	12 +1	+9%	+$327	﹤0.01%	811
2025 Q4	$3.74K	Hold	11	–	–	﹤0.01%	815
2025 Q3	$3.71K	Hold	11	–	–	﹤0.01%	829
2025 Q2	$2.97K	Buy	+11	New	+$2.42K	﹤0.01%	852

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

Clearstead Trust's EVR Position: Q2 2026 in Review

Clearstead Trust held its Evercore (EVR) position steady in Q2 2026 at 12 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Clearstead Trust first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Clearstead Trust held 12 shares of Evercore worth $4.1K as of Q2 2026.
Clearstead Trust left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #806 holding.
Clearstead Trust first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.