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Greenleaf Trust’s Evercore EVR Stock Holding History

Greenleaf Trust’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 		$573K Sell
1,677
-22
-1% -$7.53K 0.01% 485
2026
Q1 		$507K Sell
1,699
-2
-0.1% -$655 0.01% 486
2025
Q4 		$579K Buy
1,701
+4
+0.2% +$1.29K 0.01% 461
2025
Q3 		$572K Sell
1,697
-30
-2% -$9.4K 0.01% 464
2025
Q2 		$466K Sell
1,727
-54
-3% -$11.9K ﹤0.01% 504
2025
Q1 		$356K Sell
1,781
-4
-0.2% -$997 ﹤0.01% 592
2024
Q4 		$495K Sell
1,785
-9
-0.5% -$2.55K ﹤0.01% 505
2024
Q3 		$454K Hold
1,794
– – ﹤0.01% 538
2024
Q2 		$374K Sell
1,794
-1
-0.1% -$195 ﹤0.01% 548
2024
Q1 		$346K Sell
1,795
-39
-2% -$7.06K ﹤0.01% 568
2023
Q4 		$314K Buy
1,834
+50
+3% +$7.24K ﹤0.01% 583
2023
Q3 		$246K Buy
1,784
+1
+0.1% +$136 ﹤0.01% 645
2023
Q2 		$220K Buy
1,783
+16
+0.9% +$1.84K ﹤0.01% 696
2023
Q1 		$204K Buy
+1,767
New +$220K ﹤0.01% 730

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Greenleaf Trust's EVR Position: Q2 2026 in Review

Greenleaf Trust reduced its Evercore (EVR) stake by 1.3% in Q2 2026, selling an estimated $7.53K and leaving 1,677 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #485.

Greenleaf Trust first reported a position in EVR in Q1 2023 and has held it in 14 quarters since. The position peaked at $579K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Greenleaf Trust held 1,677 shares of Evercore worth $573K as of Q2 2026.
  • Greenleaf Trust sold 22 Evercore shares in Q2 2026, an estimated $7.53K.
  • Evercore made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #485 holding.
  • Greenleaf Trust first reported a position in Evercore in Q1 2023 and has held it in 14 quarters since.
  • Greenleaf Trust's Evercore position peaked at $579K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.