CI
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CX Institutional’s Evercore EVR Stock Holding History

CX Institutional’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 		$3.96M Buy
11,612
+236
+2% +$80.8K 0.11% 178
2026
Q1 		$3.4M Buy
+11,376
New +$3.72M 0.1% 201
2019
Q3 		– Sell
-39
Closed -$3K – 838
2019
Q2 		$3K Buy
+39
New +$3.47K ﹤0.01% 690

Other funds holding EVR

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

CX Institutional's EVR Position: Q2 2026 in Review

CX Institutional increased its Evercore (EVR) stake by 2.1% in Q2 2026, buying an estimated $80.8K and bringing the position to 11,612 shares worth $3.96M. The position accounts for 0.11% of the portfolio, ranked #178.

CX Institutional first reported a position in EVR in Q2 2019 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • CX Institutional held 11,612 shares of Evercore worth $3.96M as of Q2 2026.
  • CX Institutional bought 236 Evercore shares in Q2 2026, an estimated $80.8K.
  • Evercore made up 0.11% of CX Institutional's portfolio in Q2 2026, its #178 holding.
  • CX Institutional first reported a position in Evercore in Q2 2019 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.