Commonwealth Equity Services’s Evercore EVR Stock Holding History

Commonwealth Equity Services’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	$815K	Sell	2,388 -150	-6%	-$51.3K	﹤0.01%	2883
2026 Q1	$758K	Sell	2,538 -737	-23%	-$241K	﹤0.01%	2846
2025 Q4	$1.11M	Sell	3,275 -94	-3%	-$30.2K	﹤0.01%	2495
2025 Q3	$1.14M	Sell	3,369 -53	-2%	-$16.6K	﹤0.01%	2493
2025 Q2	$924K	Buy	3,422 +644	+23%	+$142K	﹤0.01%	2638
2025 Q1	$555K	Buy	2,778 +248	+10%	+$61.8K	﹤0.01%	2945
2024 Q4	$701K	Sell	2,530 -19	-0.7%	-$5.38K	﹤0.01%	2694
2024 Q3	$646K	Buy	2,549 +882	+53%	+$210K	﹤0.01%	2691
2024 Q2	$348K	Buy	1,667 +43	+3%	+$8.37K	﹤0.01%	3172
2024 Q1	$313K	Buy	1,624 +47	+3%	+$8.5K	﹤0.01%	3233
2023 Q4	$270K	Sell	1,577 -131	-8%	-$19K	﹤0.01%	3257
2023 Q3	$236K	Buy	1,708 +29	+2%	+$3.94K	﹤0.01%	3232
2023 Q2	$208K	Sell	1,679 -300	-15%	-$34.5K	﹤0.01%	3374
2023 Q1	$228	Sell	1,979 -2,261	-53%	-$281K	﹤0.01%	3200
2022 Q4	$462K	Buy	4,240 +589	+16%	+$61.5K	﹤0.01%	2533
2022 Q3	$300K	Buy	3,651 +41	+1%	+$3.88K	﹤0.01%	2830
2022 Q2	$338K	Sell	3,610 -1,256	-26%	-$134K	﹤0.01%	2730
2022 Q1	$541K	Buy	4,866 +2,208	+83%	+$272K	﹤0.01%	2454
2021 Q4	$361K	Buy	2,658 +186	+8%	+$27.1K	﹤0.01%	2807
2021 Q3	$330K	Buy	2,472 +132	+6%	+$17.9K	﹤0.01%	2820
2021 Q2	$329K	Buy	+2,340	New	+$327K	﹤0.01%	2815
2021 Q1	–	Sell	-2,225	Closed	-$243K	–	3419
2020 Q4	$243K	Buy	+2,225	New	+$198K	﹤0.01%	2754
2020 Q3	–	Sell	-5,877	Closed	-$346K	–	3073
2020 Q2	$346K	Buy	5,877 +1,368	+30%	+$74.4K	﹤0.01%	2166
2020 Q1	$207K	Buy	4,509 +51	+1%	+$3.42K	﹤0.01%	2368
2019 Q4	$333K	Buy	4,458 +627	+16%	+$47.8K	﹤0.01%	2231
2019 Q3	$306K	Buy	+3,831	New	+$317K	﹤0.01%	2224
2018 Q4	–	Sell	-4,909	Closed	-$493K	–	2726
2018 Q3	$493K	Sell	4,909 -3,020	-38%	-$325K	﹤0.01%	1796
2018 Q2	$836K	Sell	7,929 -163	-2%	-$16.8K	﹤0.01%	1392
2018 Q1	$705K	Buy	+8,092	New	+$762K	﹤0.01%	1464
2013 Q3	–	Sell	-5,741	Closed	-$226K	–	1884
2013 Q2	$226K	Buy	+5,741	New	+$222K	﹤0.01%	1487

Other funds holding EVR

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Commonwealth Equity Services's EVR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Evercore (EVR) stake by 5.9% in Q2 2026, selling an estimated $51.3K and leaving 2,388 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

Commonwealth Equity Services first reported a position in EVR in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.14M in Q3 2025. 243 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Commonwealth Equity Services held 2,388 shares of Evercore worth $815K as of Q2 2026.
Commonwealth Equity Services sold 150 Evercore shares in Q2 2026, an estimated $51.3K.
Evercore made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2883 holding.
Commonwealth Equity Services first reported a position in Evercore in Q2 2013 and has held it in 30 quarters since.
Commonwealth Equity Services's Evercore position peaked at $1.14M in Q3 2025.
243 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.