CX Institutional
EVR icon

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
Q3 		$4.47M Buy
17,355
+5,743
+49% +$1.75M 0.12% 183
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

CX Institutional's EVR Position: Q3 2026 in Review

CX Institutional increased its Evercore (EVR) stake by 49% in Q3 2026, buying an estimated $1.75M and bringing the position to 17,355 shares worth $4.47M. The position accounts for 0.12% of the portfolio, ranked #183.

CX Institutional first reported a position in EVR in Q2 2019 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • CX Institutional held 17,355 shares of Evercore worth $4.47M as of Q3 2026.
  • CX Institutional bought 5,743 Evercore shares in Q3 2026, an estimated $1.75M.
  • Evercore made up 0.12% of CX Institutional's portfolio in Q3 2026, its #183 holding.
  • CX Institutional first reported a position in Evercore in Q2 2019 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.