Cypress Capital
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
Q3 		– Sell
-597
Closed -$204K – 123
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

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Artemis Investment Management
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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
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 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
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Cypress Capital's EVR Position: Q3 2026 in Review

Cypress Capital sold out of Evercore (EVR) in Q3 2026, closing a stake of 597 shares — an estimated $204K sold.

Cypress Capital first reported a position in EVR in Q3 2025 and held it in 4 quarters. The position peaked at $236K in Q4 2025. 75 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Cypress Capital reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • Cypress Capital sold 597 Evercore shares in Q3 2026, an estimated $204K.
  • Cypress Capital first reported a position in Evercore in Q3 2025 and held it in 4 quarters.
  • Cypress Capital's Evercore position peaked at $236K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Cypress Capital's 13F filing for Q3 2026, filed 20 Oct 2026.