Creative Planning
EVR icon

Creative Planning’s Evercore EVR Stock Holding History

Creative Planning’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 		$10.7M Buy
31,231
+6,024
+24% +$2.06M 0.01% 853
2026
Q1 		$7.52M Buy
25,207
+10,736
+74% +$3.52M 0.01% 889
2025
Q4 		$4.92M Sell
14,471
-944
-6% -$303K ﹤0.01% 1018
2025
Q3 		$5.2M Buy
15,415
+8,275
+116% +$2.59M ﹤0.01% 856
2025
Q2 		$1.93M Buy
7,140
+1,338
+23% +$294K ﹤0.01% 1343
2025
Q1 		$1.16M Buy
5,802
+1,474
+34% +$367K ﹤0.01% 1601
2024
Q4 		$1.2M Buy
4,328
+285
+7% +$80.7K ﹤0.01% 1505
2024
Q3 		$1.02M Buy
4,043
+329
+9% +$78.3K ﹤0.01% 1493
2024
Q2 		$774K Sell
3,714
-218
-6% -$42.4K ﹤0.01% 1605
2024
Q1 		$757K Buy
3,932
+584
+17% +$106K ﹤0.01% 1545
2023
Q4 		$573K Buy
3,348
+1,013
+43% +$147K ﹤0.01% 1612
2023
Q3 		$322K Buy
2,335
+461
+25% +$62.6K ﹤0.01% 1877
2023
Q2 		$232K Buy
+1,874
New +$216K ﹤0.01% 2104
2023
Q1 		– Sell
-21
Closed -$2.29K – 2686
2022
Q4 		$2.29K Buy
+21
New +$2.19K ﹤0.01% 2427
2017
Q3 		– Sell
-92
Closed -$6K – 2446
2017
Q2 		$6K Sell
92
-818
-90% -$59.5K ﹤0.01% 3895
2017
Q1 		$71K Buy
910
+803
+750% +$62.3K ﹤0.01% 2197
2016
Q4 		$7K Buy
+107
New +$6.58K ﹤0.01% 3753
2016
Q2 		– Sell
-200
Closed -$10K – 4387
2016
Q1 		$10K Hold
200
– – ﹤0.01% 3221
2015
Q4 		$11K Hold
200
– – ﹤0.01% 3241
2015
Q3 		$10K Buy
+200
New +$11K ﹤0.01% 3193
2014
Q3 		– Sell
-500
Closed -$29K – 4038
2014
Q2 		$29K Hold
500
– – ﹤0.01% 2246
2014
Q1 		$28K Hold
500
– – ﹤0.01% 2174
2013
Q4 		$30K Sell
500
-2,200
-81% -$117K ﹤0.01% 1946
2013
Q3 		$133K Buy
+2,700
New +$124K ﹤0.01% 950

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

Creative Planning's EVR Position: Q2 2026 in Review

Creative Planning increased its Evercore (EVR) stake by 24% in Q2 2026, buying an estimated $2.06M and bringing the position to 31,231 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #853.

Creative Planning first reported a position in EVR in Q3 2013 and has held it in 24 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Creative Planning held 31,231 shares of Evercore worth $10.7M as of Q2 2026.
  • Creative Planning bought 6,024 Evercore shares in Q2 2026, an estimated $2.06M.
  • Evercore made up 0.01% of Creative Planning's portfolio in Q2 2026, its #853 holding.
  • Creative Planning first reported a position in Evercore in Q3 2013 and has held it in 24 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.