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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenleaf Trust's EVR Position: Q1 2026 in Review

Greenleaf Trust reduced its Evercore (EVR) stake by 0.12% in Q1 2026, selling an estimated $655 and leaving 1,699 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #486.

Greenleaf Trust first reported a position in EVR in Q1 2023 and has held it in 13 quarters since. The position peaked at $579K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Greenleaf Trust held 1,699 shares of Evercore worth $507K as of Q1 2026.
Greenleaf Trust sold 2 Evercore shares in Q1 2026, an estimated $655.
Evercore made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #486 holding.
Greenleaf Trust first reported a position in Evercore in Q1 2023 and has held it in 13 quarters since.
Greenleaf Trust's Evercore position peaked at $579K in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.