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Custom Index Systems’s Evercore EVR Stock Holding History

Custom Index Systems’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 		$448K Sell
1,313
-20
-2% -$6.84K 0.16% 160
2026
Q1 		$398K Buy
1,333
+130
+11% +$42.6K 0.17% 163
2025
Q4 		$409K Buy
+1,203
New +$387K 0.18% 156
2024
Q3 		– Sell
-2,489
Closed -$519K – 259
2024
Q2 		$519K Buy
+2,489
New +$484K 0.3% 78

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

Custom Index Systems's EVR Position: Q2 2026 in Review

Custom Index Systems reduced its Evercore (EVR) stake by 1.5% in Q2 2026, selling an estimated $6.84K and leaving 1,313 shares worth $448K. The position accounts for 0.16% of the portfolio, ranked #160.

Custom Index Systems first reported a position in EVR in Q2 2024 and has held it in 4 quarters since. The position peaked at $519K in Q2 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Custom Index Systems held 1,313 shares of Evercore worth $448K as of Q2 2026.
  • Custom Index Systems sold 20 Evercore shares in Q2 2026, an estimated $6.84K.
  • Evercore made up 0.16% of Custom Index Systems's portfolio in Q2 2026, its #160 holding.
  • Custom Index Systems first reported a position in Evercore in Q2 2024 and has held it in 4 quarters since.
  • Custom Index Systems's Evercore position peaked at $519K in Q2 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.