Cornerstone Planning Group
EVR icon

Cornerstone Planning Group’s Evercore EVR Stock Holding History

Cornerstone Planning Group’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
-8
Closed -$2.68K – 649
2026
Q2 		$2.68K Hold
8
– – ﹤0.01% 1244
2026
Q1 		$2.61K Sell
8
-6
-43% -$1.96K ﹤0.01% 1246
2025
Q4 		$5.08K Buy
+14
New +$4.5K ﹤0.01% 983
2023
Q3 		– Sell
-33
Closed -$4.08K – 1243
2023
Q2 		$4.08K Buy
+33
New +$3.8K ﹤0.01% 963
2022
Q4 		$4.06K Buy
+33
New +$3.44K ﹤0.01% 976

Other funds holding EVR

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Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 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

Cornerstone Planning Group's EVR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Evercore (EVR) in Q3 2026, closing a stake of 8 shares — an estimated $2.68K sold.

Cornerstone Planning Group first reported a position in EVR in Q4 2022 and held it in 5 quarters. The position peaked at $5.08K in Q4 2025. 118 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 Evercore shares in Q3 2026, an estimated $2.68K.
  • Cornerstone Planning Group first reported a position in Evercore in Q4 2022 and held it in 5 quarters.
  • Cornerstone Planning Group's Evercore position peaked at $5.08K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.