Evercore Wealth Management
CUB icon

Evercore Wealth Management’s Lionheart Holdings CUB Stock Holding History

Evercore Wealth Management’s Portfolio CUB Stock Details CUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Hold
15,100
– – ﹤0.01% 412
2026
Q1 		$162K Hold
15,100
– – ﹤0.01% 398
2025
Q4 		$161K Buy
+15,100
New +$160K ﹤0.01% 400

Other funds holding CUB

LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
DAM
Decagon Asset Management London, United Kingdom $525M AUM 50.51% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Harraden Circle Investments
Harraden Circle Investments New York $784M AUM 20.59% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Polar Asset Management Partners
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Evercore Wealth Management's CUB Position: Q2 2026 in Review

Evercore Wealth Management held its Lionheart Holdings (CUB) position steady in Q2 2026 at 15,100 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Evercore Wealth Management first reported a position in CUB in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold CUB as of Q2 2026.

  • Evercore Wealth Management held 15,100 shares of Lionheart Holdings worth $163K as of Q2 2026.
  • Evercore Wealth Management left its Lionheart Holdings share count unchanged in Q2 2026.
  • Lionheart Holdings made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #412 holding.
  • Evercore Wealth Management first reported a position in Lionheart Holdings in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Lionheart Holdings as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.