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Crossmark Global Holdings’s Evercore EVR Stock Holding History

Crossmark Global 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 		$2.95M Sell
8,637
-2,196
-20% -$751K 0.04% 362
2026
Q1 		$3.23M Buy
10,833
+8,530
+370% +$2.79M 0.05% 325
2025
Q4 		$784K Buy
2,303
+40
+2% +$12.9K 0.01% 686
2025
Q3 		$763K Buy
2,263
+43
+2% +$13.5K 0.01% 723
2025
Q2 		$599K Sell
2,220
-325
-13% -$71.5K 0.01% 812
2025
Q1 		$508K Sell
2,545
-329
-11% -$82K 0.01% 870
2024
Q4 		$797K Sell
2,874
-298
-9% -$84.4K 0.01% 650
2024
Q3 		$803K Buy
3,172
+722
+29% +$172K 0.01% 674
2024
Q2 		$510K Sell
2,450
-329
-12% -$64K 0.01% 822
2024
Q1 		$535K Buy
2,779
+45
+2% +$8.14K 0.01% 844
2023
Q4 		$468K Sell
2,734
-278
-9% -$40.2K 0.01% 871
2023
Q3 		$403K Sell
3,012
-2,642
-47% -$359K 0.01% 904
2023
Q2 		$758K Buy
5,654
+458
+9% +$52.7K 0.02% 676
2023
Q1 		$599K Buy
5,196
+1,100
+27% +$137K 0.01% 747
2022
Q4 		$447K Sell
4,096
-6,365
-61% -$664K 0.01% 832
2022
Q3 		$860K Buy
10,461
+1,171
+13% +$111K 0.02% 584
2022
Q2 		$870K Buy
9,290
+140
+2% +$14.9K 0.02% 614
2022
Q1 		$1.02M Sell
9,150
-150
-2% -$18.5K 0.02% 612
2021
Q4 		$1.26M Buy
9,300
+5,810
+166% +$847K 0.03% 560
2021
Q3 		$467K Sell
3,490
-230
-6% -$31.3K 0.01% 958
2021
Q2 		$524K Sell
3,720
-40
-1% -$5.59K 0.01% 898
2021
Q1 		$495K Buy
3,760
+290
+8% +$35.4K 0.01% 905
2020
Q4 		$380K Sell
3,470
-260
-7% -$23.1K 0.01% 969
2020
Q3 		$244K Sell
3,730
-30
-0.8% -$1.82K 0.01% 1132
2020
Q2 		$222K Buy
+3,760
New +$205K 0.01% 1183
2020
Q1 		– Sell
-3,660
Closed -$274K – 1306
2019
Q4 		$274K Buy
3,660
+30
+0.8% +$2.29K 0.01% 1162
2019
Q3 		$291K Sell
3,630
-280
-7% -$23.2K 0.01% 1069
2019
Q2 		$346K Sell
3,910
-330
-8% -$29.4K 0.01% 1017
2019
Q1 		$386K Sell
4,240
-120
-3% -$10.5K 0.01% 981
2018
Q4 		$312K Sell
4,360
-2,100
-33% -$172K 0.01% 1057
2018
Q3 		$650K Sell
6,460
-360
-5% -$38.8K 0.02% 787
2018
Q2 		$719K Sell
6,820
-1,840
-21% -$190K 0.02% 741
2018
Q1 		$755K Sell
8,660
-880
-9% -$82.9K 0.02% 706
2017
Q4 		$859K Buy
9,540
+10
+0.1% +$834 0.02% 693
2017
Q3 		$765K Buy
+9,530
New +$717K 0.02% 726
2016
Q3 		$765K Buy
+9,530
New +$479K 0.02% 726

Other funds holding EVR

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Crossmark Global Holdings's EVR Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Evercore (EVR) stake by 20% in Q2 2026, selling an estimated $751K and leaving 8,637 shares worth $2.95M. The position accounts for 0.04% of the portfolio, ranked #362.

Crossmark Global Holdings first reported a position in EVR in Q3 2016 and has held it in 36 quarters since. The position peaked at $3.23M in Q1 2026. 69 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Crossmark Global Holdings held 8,637 shares of Evercore worth $2.95M as of Q2 2026.
  • Crossmark Global Holdings sold 2,196 Evercore shares in Q2 2026, an estimated $751K.
  • Evercore made up 0.04% of Crossmark Global Holdings's portfolio in Q2 2026, its #362 holding.
  • Crossmark Global Holdings first reported a position in Evercore in Q3 2016 and has held it in 36 quarters since.
  • Crossmark Global Holdings's Evercore position peaked at $3.23M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.