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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Croban's EVR Position: Q1 2026 in Review

Croban reduced its Evercore (EVR) stake by 1.9% in Q1 2026, selling an estimated $34.1K and leaving 5,271 shares worth $1.57M. The position accounts for 0.74% of the portfolio, ranked #35.

Croban first reported a position in EVR in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.83M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Croban held 5,271 shares of Evercore worth $1.57M as of Q1 2026.
Croban sold 104 Evercore shares in Q1 2026, an estimated $34.1K.
Evercore made up 0.74% of Croban's portfolio in Q1 2026, its #35 holding.
Croban first reported a position in Evercore in Q4 2023 and has held it in 7 quarters since.
Croban's Evercore position peaked at $1.83M in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.