Curi RMB Capital’s Evercore EVR Stock Holding History

Curi RMB Capital’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	$270K	Hold	792	–	–	﹤0.01%	791
2026 Q1	$236K	Buy	+792	New	+$259K	﹤0.01%	793

Other funds holding EVR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Curi RMB Capital's EVR Position: Q2 2026 in Review

Curi RMB Capital held its Evercore (EVR) position steady in Q2 2026 at 792 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Curi RMB Capital first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Curi RMB Capital held 792 shares of Evercore worth $270K as of Q2 2026.
Curi RMB Capital left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #791 holding.
Curi RMB Capital first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.