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Cresset Asset Management’s Evercore EVR Stock Holding History

Cresset Asset Management’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 		$14.1M Buy
41,232
+452
+1% +$155K 0.05% 220
2026
Q1 		$12.2M Buy
40,780
+70
+0.2% +$22.9K 0.05% 217
2025
Q4 		$13.9M Sell
40,710
-70
-0.2% -$22.5K 0.06% 200
2025
Q3 		$13.8M Buy
40,780
+180
+0.4% +$56.4K 0.06% 191
2025
Q2 		$11M Buy
40,600
+799
+2% +$176K 0.05% 203
2025
Q1 		$7.95M Sell
39,801
-257
-0.6% -$64K 0.04% 263
2024
Q4 		$11.1M Sell
40,058
-4,509
-10% -$1.28M 0.05% 209
2024
Q3 		$11.3M Buy
44,567
+919
+2% +$219K 0.04% 276
2024
Q2 		$9.1M Buy
43,648
+39,128
+866% +$7.61M 0.04% 304
2024
Q1 		$871K Buy
4,520
+596
+15% +$108K ﹤0.01% 1046
2023
Q4 		$671K Buy
3,924
+550
+16% +$79.6K ﹤0.01% 1072
2023
Q3 		$465K Buy
3,374
+1,276
+61% +$173K ﹤0.01% 1223
2023
Q2 		$259K Buy
+2,098
New +$241K ﹤0.01% 1594
2021
Q4 		– Sell
-3,243
Closed -$434K – 1176
2021
Q3 		$434K Buy
3,243
+698
+27% +$94.9K 0.01% 689
2021
Q2 		$359K Sell
2,545
-572
-18% -$80K 0.01% 688
2021
Q1 		$411K Sell
3,117
-88
-3% -$10.7K 0.01% 548
2020
Q4 		$351K Buy
3,205
+40
+1% +$3.56K 0.01% 510
2020
Q3 		$207K Buy
+3,165
New +$192K ﹤0.01% 637
2020
Q1 		– Sell
-2,873
Closed -$215K – 631
2019
Q4 		$215K Sell
2,873
-31
-1% -$2.36K 0.01% 539
2019
Q3 		$233K Buy
2,904
+257
+10% +$21.3K 0.01% 454
2019
Q2 		$234K Buy
2,647
+1,753
+196% +$156K 0.01% 396
2019
Q1 		$81K Buy
894
+359
+67% +$31.5K ﹤0.01% 620
2018
Q4 		$38K Buy
+535
New +$43.9K ﹤0.01% 570

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

Cresset Asset Management's EVR Position: Q2 2026 in Review

Cresset Asset Management increased its Evercore (EVR) stake by 1.1% in Q2 2026, buying an estimated $155K and bringing the position to 41,232 shares worth $14.1M. The position accounts for 0.05% of the portfolio, ranked #220.

Cresset Asset Management first reported a position in EVR in Q4 2018 and has held it in 23 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Cresset Asset Management held 41,232 shares of Evercore worth $14.1M as of Q2 2026.
  • Cresset Asset Management bought 452 Evercore shares in Q2 2026, an estimated $155K.
  • Evercore made up 0.05% of Cresset Asset Management's portfolio in Q2 2026, its #220 holding.
  • Cresset Asset Management first reported a position in Evercore in Q4 2018 and has held it in 23 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.