CH
EVR icon

Cromwell Holdings’s Evercore EVR Stock Holding History

Cromwell Holdings’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 		$3.76K Buy
11
+6
+120% +$2.05K ﹤0.01% 718
2026
Q1 		$1.49K Hold
5
– – ﹤0.01% 767
2025
Q4 		$1.7K Hold
5
– – ﹤0.01% 719
2025
Q3 		$1.69K Hold
5
– – ﹤0.01% 733
2025
Q2 		$1.35K Buy
+5
New +$1.1K ﹤0.01% 751

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

Cromwell Holdings's EVR Position: Q2 2026 in Review

Cromwell Holdings increased its Evercore (EVR) stake by 120% in Q2 2026, buying an estimated $2.05K and bringing the position to 11 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Cromwell Holdings first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Cromwell Holdings held 11 shares of Evercore worth $3.76K as of Q2 2026.
  • Cromwell Holdings bought 6 Evercore shares in Q2 2026, an estimated $2.05K.
  • Evercore made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #718 holding.
  • Cromwell Holdings first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.