CFO
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CVA Family Office’s Evercore EVR Stock Holding History

CVA Family Office’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 		$36.9K Buy
108
+14
+15% +$4.79K ﹤0.01% 663
2026
Q1 		$28.1K Buy
94
+32
+52% +$10.5K ﹤0.01% 722
2025
Q4 		$21.1K Hold
62
– – ﹤0.01% 687
2025
Q3 		$20.9K Hold
62
– – ﹤0.01% 683
2025
Q2 		$16.7K Hold
62
– – ﹤0.01% 726
2025
Q1 		$12.4K Buy
62
+7
+13% +$1.74K ﹤0.01% 763
2024
Q4 		$15.2K Hold
55
– – ﹤0.01% 721
2024
Q3 		$13.9K Hold
55
– – ﹤0.01% 712
2024
Q2 		$11.5K Buy
55
+15
+38% +$2.92K ﹤0.01% 722
2024
Q1 		$7.7K Hold
40
– – ﹤0.01% 785
2023
Q4 		$6.84K Buy
+40
New +$5.79K ﹤0.01% 777
2023
Q3 		– Sell
-40
Closed -$4.94K – 469
2023
Q2 		$4.94K Hold
40
– – ﹤0.01% 809
2023
Q1 		$4.62K Hold
40
– – ﹤0.01% 786
2022
Q4 		$4.36K Hold
40
– – ﹤0.01% 750
2022
Q3 		$3K Buy
40
+15
+60% +$1.42K ﹤0.01% 775
2022
Q2 		$2K Buy
+25
New +$2.66K ﹤0.01% 827
2021
Q2 		– Sell
-5
Closed -$1K – 955
2021
Q1 		$1K Buy
+5
New +$611 ﹤0.01% 749

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 $3.38T AUM 44.17% 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

CVA Family Office's EVR Position: Q2 2026 in Review

CVA Family Office increased its Evercore (EVR) stake by 15% in Q2 2026, buying an estimated $4.79K and bringing the position to 108 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

CVA Family Office first reported a position in EVR in Q1 2021 and has held it in 17 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • CVA Family Office held 108 shares of Evercore worth $36.9K as of Q2 2026.
  • CVA Family Office bought 14 Evercore shares in Q2 2026, an estimated $4.79K.
  • Evercore made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #663 holding.
  • CVA Family Office first reported a position in Evercore in Q1 2021 and has held it in 17 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.