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 Q3	$258K	Hold	1,000	–	–	0.01%	363
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Courier Capital's EVR Position: Q3 2026 in Review

Courier Capital held its Evercore (EVR) position steady in Q3 2026 at 1,000 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #363.

Courier Capital first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. The position peaked at $341K in Q2 2026. 379 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

Courier Capital held 1,000 shares of Evercore worth $258K as of Q3 2026.
Courier Capital left its Evercore share count unchanged in Q3 2026.
Evercore made up 0.01% of Courier Capital's portfolio in Q3 2026, its #363 holding.
Courier Capital first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
Courier Capital's Evercore position peaked at $341K in Q2 2026.
379 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.