Creative Financial Designs’s Evercore EVR Stock Holding History

Creative Financial Designs’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	Hold	8	–	–	﹤0.01%	1849
2026 Q1	$2.39K	Hold	8	–	–	﹤0.01%	1748
2025 Q4	$2.72K	Hold	8	–	–	﹤0.01%	1643
2025 Q3	$2.7K	Hold	8	–	–	﹤0.01%	1656
2025 Q2	$2.16K	Hold	8	–	–	﹤0.01%	1675
2025 Q1	$1.6K	Buy	+8	New	+$1.99K	﹤0.01%	1706
2024 Q4	–	Sell	-149	Closed	-$37.7K	–	1801
2024 Q3	$37.7K	Hold	149	–	–	﹤0.01%	867
2024 Q2	$31.1K	Buy	+149	New	+$29K	﹤0.01%	888
2021 Q4	–	Sell	-105	Closed	-$14K	–	1281
2021 Q3	$14K	Hold	105	–	–	﹤0.01%	940
2021 Q2	$15K	Hold	105	–	–	﹤0.01%	930
2021 Q1	$14K	Hold	105	–	–	﹤0.01%	863
2020 Q4	$12K	Hold	105	–	–	﹤0.01%	823
2020 Q3	$7K	Hold	105	–	–	﹤0.01%	869
2020 Q2	$6K	Buy	+105	New	+$5.71K	﹤0.01%	841

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Creative Financial Designs's EVR Position: Q2 2026 in Review

Creative Financial Designs held its Evercore (EVR) position steady in Q2 2026 at 8 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Creative Financial Designs first reported a position in EVR in Q2 2020 and has held it in 14 quarters since. The position peaked at $37.7K in Q3 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Creative Financial Designs held 8 shares of Evercore worth $2.73K as of Q2 2026.
Creative Financial Designs left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1849 holding.
Creative Financial Designs first reported a position in Evercore in Q2 2020 and has held it in 14 quarters since.
Creative Financial Designs's Evercore position peaked at $37.7K in Q3 2024.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.