CC
EVR icon

Cypress Capital’s Evercore EVR Stock Holding History

Cypress Capital’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 		$204K Sell
597
-140
-19% -$47.9K 0.06% 110
2026
Q1 		$220K Buy
737
+43
+6% +$14.1K 0.06% 92
2025
Q4 		$236K Buy
694
+53
+8% +$17K 0.07% 84
2025
Q3 		$216K Buy
+641
New +$201K 0.06% 87

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Cypress Capital's EVR Position: Q2 2026 in Review

Cypress Capital reduced its Evercore (EVR) stake by 19% in Q2 2026, selling an estimated $47.9K and leaving 597 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #110.

Cypress Capital first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $236K in Q4 2025. 88 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Cypress Capital held 597 shares of Evercore worth $204K as of Q2 2026.
  • Cypress Capital sold 140 Evercore shares in Q2 2026, an estimated $47.9K.
  • Evercore made up 0.06% of Cypress Capital's portfolio in Q2 2026, its #110 holding.
  • Cypress Capital first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • Cypress Capital's Evercore position peaked at $236K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.