Entrust Financial
EVR icon

Entrust Financial’s Evercore EVR Stock Holding History

Entrust Financial’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 		$4.64K Buy
+18
New +$5.48K ﹤0.01% 396

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Entrust Financial's EVR Position: Q3 2026 in Review

Entrust Financial opened a new position in Evercore (EVR) in Q3 2026: 18 shares worth $4.64K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings.

530 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Entrust Financial held 18 shares of Evercore worth $4.64K as of Q3 2026.
  • Evercore was a new Entrust Financial position in Q3 2026.
  • Evercore made up ﹤0.01% of Entrust Financial's portfolio in Q3 2026, its #396 holding.
  • 530 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Entrust Financial's 13F filing for Q3 2026, filed 4 Nov 2026.