CoreCap Advisors
EVR icon

CoreCap Advisors’s Evercore EVR Stock Holding History

CoreCap Advisors’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
Q3 		– Sell
-2
Closed -$683 – 3229
2026
Q2 		$683 Sell
2
-47
-96% -$16.1K ﹤0.01% 2779
2026
Q1 		$14.7K Buy
49
+1
+2% +$327 ﹤0.01% 1796
2025
Q4 		$16.3K Sell
48
-1
-2% -$321 ﹤0.01% 1764
2025
Q3 		$16.5K Hold
49
– – ﹤0.01% 1742
2025
Q2 		$13.2K Sell
49
-49
-50% -$10.8K ﹤0.01% 1757
2025
Q1 		$19.6K Buy
98
+52
+113% +$13K ﹤0.01% 1541
2024
Q4 		$12.8K Buy
46
+33
+254% +$9.35K ﹤0.01% 1688
2024
Q3 		$3.29K Hold
13
– – ﹤0.01% 2077
2024
Q2 		$2.71K Buy
+13
New +$2.53K ﹤0.01% 1267

Other funds holding EVR

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

CoreCap Advisors's EVR Position: Q3 2026 in Review

CoreCap Advisors sold out of Evercore (EVR) in Q3 2026, closing a stake of 2 shares — an estimated $683 sold.

CoreCap Advisors first reported a position in EVR in Q2 2024 and held it in 9 quarters. The position peaked at $19.6K in Q1 2025. 85 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • CoreCap Advisors reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 2 Evercore shares in Q3 2026, an estimated $683.
  • CoreCap Advisors first reported a position in Evercore in Q2 2024 and held it in 9 quarters.
  • CoreCap Advisors's Evercore position peaked at $19.6K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.