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Cookson Peirce & Co’s Evercore EVR Stock Holding History

Cookson Peirce & Co’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 		$19.6M Sell
57,371
-79
-0.1% -$27K 0.65% 44
2026
Q1 		$17.1M Sell
57,450
-836
-1% -$274K 0.73% 45
2025
Q4 		$19.8M Sell
58,286
-1,008
-2% -$324K 0.82% 37
2025
Q3 		$20M Buy
59,294
+58,319
+5,981% +$18.3M 0.82% 39
2025
Q2 		$263K Sell
975
-547
-36% -$120K 0.01% 250
2025
Q1 		$304K Sell
1,522
-134,916
-99% -$33.6M 0.02% 234
2024
Q4 		$37.8M Sell
136,438
-669
-0.5% -$190K 1.71% 19
2024
Q3 		$34.7M Sell
137,107
-202
-0.1% -$48.1K 1.63% 18
2024
Q2 		$28.6M Buy
137,309
+18,804
+16% +$3.66M 1.38% 25
2024
Q1 		$22.8M Buy
118,505
+593
+0.5% +$107K 1.22% 30
2023
Q4 		$20.2M Buy
+117,912
New +$17.1M 1.22% 32
2023
Q1 		– Sell
-10,318
Closed -$1.13M – 226
2022
Q4 		$1.13M Buy
+10,318
New +$1.08M 0.07% 98
2022
Q1 		– Sell
-66,302
Closed -$9.01M – 217
2021
Q4 		$9.01M Buy
66,302
+7,057
+12% +$1.03M 0.5% 67
2021
Q3 		$7.92M Sell
59,245
-17,179
-22% -$2.33M 0.48% 65
2021
Q2 		$10.8M Buy
76,424
+62,285
+441% +$8.71M 0.67% 50
2021
Q1 		$1.86M Buy
14,139
+2,942
+26% +$359K 0.12% 86
2020
Q4 		$1.23M Buy
+11,197
New +$997K 0.08% 94
2018
Q4 		– Sell
-9,250
Closed -$930K – 152
2018
Q3 		$930K Sell
9,250
-2,010
-18% -$217K 0.07% 80
2018
Q2 		$1.19M Buy
+11,260
New +$1.16M 0.11% 81

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cookson Peirce & Co's EVR Position: Q2 2026 in Review

Cookson Peirce & Co reduced its Evercore (EVR) stake by 0.14% in Q2 2026, selling an estimated $27K and leaving 57,371 shares worth $19.6M. The position accounts for 0.65% of the portfolio, ranked #44.

Cookson Peirce & Co first reported a position in EVR in Q2 2018 and has held it in 19 quarters since. The position peaked at $37.8M in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Cookson Peirce & Co held 57,371 shares of Evercore worth $19.6M as of Q2 2026.
  • Cookson Peirce & Co sold 79 Evercore shares in Q2 2026, an estimated $27K.
  • Evercore made up 0.65% of Cookson Peirce & Co's portfolio in Q2 2026, its #44 holding.
  • Cookson Peirce & Co first reported a position in Evercore in Q2 2018 and has held it in 19 quarters since.
  • Cookson Peirce & Co's Evercore position peaked at $37.8M in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.