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Creative Capital Management Investments’s Evercore EVR Stock Holding History

Creative Capital Management Investments’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 		$2.73K Buy
+8
New +$2.74K ﹤0.01% 676

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Capital Management Investments's EVR Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Evercore (EVR) in Q2 2026: 8 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #676 among its holdings.

144 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Creative Capital Management Investments held 8 shares of Evercore worth $2.73K as of Q2 2026.
  • Evercore was a new Creative Capital Management Investments position in Q2 2026.
  • Evercore made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #676 holding.
  • 144 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.