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Croban’s Evercore EVR Stock Holding History

Croban’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 		$1.79M Sell
5,247
-24
-0.5% -$8.21K 0.79% 32
2026
Q1 		$1.57M Sell
5,271
-104
-2% -$34.1K 0.74% 35
2025
Q4 		$1.83M Buy
5,375
+21
+0.4% +$6.75K 0.88% 32
2025
Q3 		$1.81M Sell
5,354
-162
-3% -$50.8K 1.2% 27
2025
Q2 		$1.49M Sell
5,516
-61
-1% -$13.4K 1.27% 25
2025
Q1 		$1.11M Sell
5,577
-67
-1% -$16.7K 1.03% 36
2024
Q4 		$1.56M Buy
+5,644
New +$1.6M 1.54% 18
2023
Q4 		$1.56M Buy
+5,644
New +$817K 1.55% 18

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

Croban's EVR Position: Q2 2026 in Review

Croban reduced its Evercore (EVR) stake by 0.46% in Q2 2026, selling an estimated $8.21K and leaving 5,247 shares worth $1.79M. The position accounts for 0.79% of the portfolio, ranked #32.

Croban first reported a position in EVR in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.83M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Croban held 5,247 shares of Evercore worth $1.79M as of Q2 2026.
  • Croban sold 24 Evercore shares in Q2 2026, an estimated $8.21K.
  • Evercore made up 0.79% of Croban's portfolio in Q2 2026, its #32 holding.
  • Croban first reported a position in Evercore in Q4 2023 and has held it in 8 quarters since.
  • Croban's Evercore position peaked at $1.83M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Croban's 13F filing for Q2 2026, filed 3 Aug 2026.