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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
Q2 		$2.68K Hold
8
– – ﹤0.01% 1244
2026
Q1 		$2.61K Sell
8
-6
-43% -$1.97K ﹤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

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

Cornerstone Planning Group's EVR Position: Q2 2026 in Review

Cornerstone Planning Group held its Evercore (EVR) position steady in Q2 2026 at 8 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Cornerstone Planning Group first reported a position in EVR in Q4 2022 and has held it in 5 quarters since. The position peaked at $5.08K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Cornerstone Planning Group held 8 shares of Evercore worth $2.68K as of Q2 2026.
  • Cornerstone Planning Group left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1244 holding.
  • Cornerstone Planning Group first reported a position in Evercore in Q4 2022 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Evercore position peaked at $5.08K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.