Cullen/Frost Bankers’s Evercore EVR Stock Holding History

Cullen/Frost Bankers’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	$57.9K	Buy	170 +4	+2%	+$1.37K	﹤0.01%	839
2026 Q1	$49.6K	Buy	166 +39	+31%	+$12.8K	﹤0.01%	800
2025 Q4	$43.1K	Sell	127 -15	-11%	-$4.82K	﹤0.01%	828
2025 Q3	$48K	Sell	142 -84	-37%	-$26.3K	﹤0.01%	761
2025 Q2	$61K	Buy	+226	New	+$49.7K	﹤0.01%	721
2024 Q4	–	Sell	-11	Closed	-$2.79K	–	1372
2024 Q3	$2.79K	Hold	11	–	–	﹤0.01%	1084
2024 Q2	$2.29K	Buy	+11	New	+$2.14K	﹤0.01%	1086
2023 Q2	–	Sell	-1,000	Closed	-$115K	–	1175
2023 Q1	$115K	Hold	1,000	–	–	﹤0.01%	591
2022 Q4	$109K	Hold	1,000	–	–	﹤0.01%	581
2022 Q3	$82K	Hold	1,000	–	–	﹤0.01%	623
2022 Q2	$94K	Sell	1,000 -5	-0.5%	-$533	﹤0.01%	616
2022 Q1	$112K	Hold	1,005	–	–	﹤0.01%	612
2021 Q4	$137K	Buy	1,005 +5	+0.5%	+$729	﹤0.01%	588
2021 Q3	$134K	Hold	1,000	–	–	﹤0.01%	582
2021 Q2	$141K	Hold	1,000	–	–	﹤0.01%	589
2021 Q1	$132K	Hold	1,000	–	–	﹤0.01%	578
2020 Q4	$110K	Hold	1,000	–	–	﹤0.01%	565
2020 Q3	$65K	Hold	1,000	–	–	﹤0.01%	623
2020 Q2	$59K	Hold	1,000	–	–	﹤0.01%	629
2020 Q1	$46K	Hold	1,000	–	–	﹤0.01%	522
2019 Q4	$75K	Buy	+1,000	New	+$76.2K	﹤0.01%	534

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Cullen/Frost Bankers's EVR Position: Q2 2026 in Review

Cullen/Frost Bankers increased its Evercore (EVR) stake by 2.4% in Q2 2026, buying an estimated $1.37K and bringing the position to 170 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Cullen/Frost Bankers first reported a position in EVR in Q4 2019 and has held it in 21 quarters since. The position peaked at $141K in Q2 2021. 384 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Cullen/Frost Bankers held 170 shares of Evercore worth $57.9K as of Q2 2026.
Cullen/Frost Bankers bought 4 Evercore shares in Q2 2026, an estimated $1.37K.
Evercore made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #839 holding.
Cullen/Frost Bankers first reported a position in Evercore in Q4 2019 and has held it in 21 quarters since.
Cullen/Frost Bankers's Evercore position peaked at $141K in Q2 2021.
384 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.