EWM
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Evercore Wealth Management’s Comfort Systems FIX Stock Holding History

Evercore Wealth Management’s Portfolio FIX Stock Details FIX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$85.1M Buy
158,670
+32,137
+25% +$17.2M 1.32% 28
2025
Q1 		$40.8M Buy
+126,533
New +$40.8M 0.66% 38