Corient Private Wealth
EVR icon

Corient Private Wealth’s Evercore EVR Stock Holding History

Corient Private Wealth’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 		$13.9M Sell
40,698
-2,971
-7% -$1.02M 0.02% 542
2026
Q1 		$13M Buy
43,669
+32,936
+307% +$10.8M 0.02% 526
2025
Q4 		$3.65M Buy
10,733
+1,081
+11% +$347K 0.01% 878
2025
Q3 		$3.26M Buy
9,652
+806
+9% +$253K 0.01% 866
2025
Q2 		$2.39M Sell
8,846
-490
-5% -$108K ﹤0.01% 958
2025
Q1 		$1.86M Buy
9,336
+355
+4% +$88.4K ﹤0.01% 1002
2024
Q4 		$2.49M Buy
8,981
+58
+0.7% +$16.4K ﹤0.01% 914
2024
Q3 		$2.26M Sell
8,923
-138
-2% -$32.8K ﹤0.01% 1041
2024
Q2 		$1.89M Buy
9,061
+837
+10% +$163K ﹤0.01% 1047
2024
Q1 		$1.58M Sell
8,224
-1,854
-18% -$335K ﹤0.01% 1136
2023
Q4 		$1.72M Buy
10,078
+4,549
+82% +$659K ﹤0.01% 1069
2023
Q3 		$762K Buy
5,529
+1,136
+26% +$154K ﹤0.01% 1283
2023
Q2 		$543K Sell
4,393
-734
-14% -$84.4K ﹤0.01% 1415
2023
Q1 		$592K Buy
5,127
+929
+22% +$115K ﹤0.01% 1304
2022
Q4 		$458K Buy
+4,198
New +$438K ﹤0.01% 1169

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

Corient Private Wealth's EVR Position: Q2 2026 in Review

Corient Private Wealth reduced its Evercore (EVR) stake by 6.8% in Q2 2026, selling an estimated $1.02M and leaving 40,698 shares worth $13.9M. The position accounts for 0.02% of the portfolio, ranked #542.

Corient Private Wealth first reported a position in EVR in Q4 2022 and has held it in 15 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Corient Private Wealth held 40,698 shares of Evercore worth $13.9M as of Q2 2026.
  • Corient Private Wealth sold 2,971 Evercore shares in Q2 2026, an estimated $1.02M.
  • Evercore made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #542 holding.
  • Corient Private Wealth first reported a position in Evercore in Q4 2022 and has held it in 15 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.