Courier Capital’s Evercore EVR Stock Holding History

Courier Capital’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	$341K	Hold	1,000	–	–	0.02%	330
2026 Q1	$299K	Hold	1,000	–	–	0.02%	329
2025 Q4	$340K	Hold	1,000	–	–	0.02%	311
2025 Q3	$337K	Hold	1,000	–	–	0.02%	316
2025 Q2	$270K	Buy	+1,000	New	+$220K	0.02%	338
2025 Q1	–	Sell	-1,000	Closed	-$277K	–	377
2024 Q4	$277K	Hold	1,000	–	–	0.02%	312
2024 Q3	$253K	Hold	1,000	–	–	0.02%	319
2024 Q2	$208K	Buy	+1,000	New	+$195K	0.02%	328

Other funds holding EVR

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Courier Capital's EVR Position: Q2 2026 in Review

Courier Capital held its Evercore (EVR) position steady in Q2 2026 at 1,000 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #330.

Courier Capital first reported a position in EVR in Q2 2024 and has held it in 8 quarters since. 232 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Courier Capital held 1,000 shares of Evercore worth $341K as of Q2 2026.
Courier Capital left its Evercore share count unchanged in Q2 2026.
Evercore made up 0.02% of Courier Capital's portfolio in Q2 2026, its #330 holding.
Courier Capital first reported a position in Evercore in Q2 2024 and has held it in 8 quarters since.
232 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.