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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Custom Index Systems's EVR Position: Q1 2026 in Review

Custom Index Systems increased its Evercore (EVR) stake by 11% in Q1 2026, buying an estimated $42.6K and bringing the position to 1,333 shares worth $398K. The position accounts for 0.17% of the portfolio, ranked #163.

Custom Index Systems first reported a position in EVR in Q2 2024 and has held it in 3 quarters since. The position peaked at $519K in Q2 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Custom Index Systems held 1,333 shares of Evercore worth $398K as of Q1 2026.
  • Custom Index Systems bought 130 Evercore shares in Q1 2026, an estimated $42.6K.
  • Evercore made up 0.17% of Custom Index Systems's portfolio in Q1 2026, its #163 holding.
  • Custom Index Systems first reported a position in Evercore in Q2 2024 and has held it in 3 quarters since.
  • Custom Index Systems's Evercore position peaked at $519K in Q2 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.