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Curated Wealth Partners’s Evercore EVR Stock Holding History

Curated Wealth Partners’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 		$21.8K Buy
+20,003
New +$6.84M ﹤0.01% 764

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Curated Wealth Partners's EVR Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Evercore (EVR) in Q2 2026: 20,003 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings.

188 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Curated Wealth Partners held 20,003 shares of Evercore worth $21.8K as of Q2 2026.
  • Evercore was a new Curated Wealth Partners position in Q2 2026.
  • Evercore made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #764 holding.
  • 188 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.