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Coldstream Capital Management’s Evercore EVR Stock Holding History

Coldstream Capital 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
Q1 		$940K Sell
3,148
-89
-3% -$29.1K 0.01% 488
2025
Q4 		$1.1M Buy
3,237
+220
+7% +$70.7K 0.01% 429
2025
Q3 		$1.02M Buy
3,017
+177
+6% +$55.5K 0.01% 455
2025
Q2 		$767K Buy
2,840
+34
+1% +$7.48K 0.01% 494
2025
Q1 		$560K Buy
2,806
+27
+1% +$6.73K 0.01% 561
2024
Q4 		$770K Sell
2,779
-20
-0.7% -$5.67K 0.02% 437
2024
Q3 		$711K Buy
2,799
+8
+0.3% +$1.9K 0.02% 485
2024
Q2 		$582K Buy
2,791
+6
+0.2% +$1.17K 0.01% 497
2024
Q1 		$536K Buy
2,785
+6
+0.2% +$1.09K 0.01% 527
2023
Q4 		$475K Buy
2,779
+130
+5% +$18.8K 0.01% 524
2023
Q3 		$365K Sell
2,649
-25
-0.9% -$3.39K 0.01% 541
2023
Q2 		$330K Hold
2,674
– – 0.01% 590
2023
Q1 		$309K Buy
2,674
+36
+1% +$4.47K 0.01% 611
2022
Q4 		$288K Buy
+2,638
New +$275K 0.01% 617
2022
Q2 		$253K Buy
2,708
+101
+4% +$10.8K 0.01% 624
2022
Q1 		$290K Buy
2,607
+47
+2% +$5.78K 0.01% 578
2021
Q4 		$348K Buy
+2,560
New +$373K 0.01% 553

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coldstream Capital Management's EVR Position: Q1 2026 in Review

Coldstream Capital Management reduced its Evercore (EVR) stake by 2.7% in Q1 2026, selling an estimated $29.1K and leaving 3,148 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #488.

Coldstream Capital Management first reported a position in EVR in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.1M in Q4 2025. 653 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Coldstream Capital Management held 3,148 shares of Evercore worth $940K as of Q1 2026.
  • Coldstream Capital Management sold 89 Evercore shares in Q1 2026, an estimated $29.1K.
  • Evercore made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #488 holding.
  • Coldstream Capital Management first reported a position in Evercore in Q4 2021 and has held it in 17 quarters since.
  • Coldstream Capital Management's Evercore position peaked at $1.1M in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.