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Intrust Bank’s Evercore EVR Stock Holding History

Intrust Bank’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 		$983K Sell
2,879
-97
-3% -$33.2K 0.07% 176
2026
Q1 		$888K Buy
2,976
+8
+0.3% +$2.62K 0.07% 178
2025
Q4 		$1.01M Buy
2,968
+70
+2% +$22.5K 0.08% 161
2025
Q3 		$978K Sell
2,898
-17
-0.6% -$5.33K 0.08% 167
2025
Q2 		$787K Buy
2,915
+593
+26% +$130K 0.07% 191
2025
Q1 		$464K Sell
2,322
-280
-11% -$69.8K 0.05% 253
2024
Q4 		$721K Buy
2,602
+48
+2% +$13.6K 0.07% 192
2024
Q3 		$647K Buy
2,554
+111
+5% +$26.4K 0.06% 210
2024
Q2 		$509K Sell
2,443
-66
-3% -$12.8K 0.05% 243
2024
Q1 		$483K Buy
2,509
+35
+1% +$6.33K 0.05% 263
2023
Q4 		$423K Buy
2,474
+212
+9% +$30.7K 0.05% 275
2023
Q3 		$312K Buy
2,262
+73
+3% +$9.91K 0.04% 305
2023
Q2 		$271K Sell
2,189
-29
-1% -$3.34K 0.03% 328
2023
Q1 		$256K Buy
2,218
+117
+6% +$14.5K 0.03% 335
2022
Q4 		$229K Buy
+2,101
New +$219K 0.03% 351

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 $3.38T AUM 44.17% 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

Intrust Bank's EVR Position: Q2 2026 in Review

Intrust Bank reduced its Evercore (EVR) stake by 3.3% in Q2 2026, selling an estimated $33.2K and leaving 2,879 shares worth $983K. The position accounts for 0.07% of the portfolio, ranked #176.

Intrust Bank first reported a position in EVR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Intrust Bank held 2,879 shares of Evercore worth $983K as of Q2 2026.
  • Intrust Bank sold 97 Evercore shares in Q2 2026, an estimated $33.2K.
  • Evercore made up 0.07% of Intrust Bank's portfolio in Q2 2026, its #176 holding.
  • Intrust Bank first reported a position in Evercore in Q4 2022 and has held it in 15 quarters since.
  • Intrust Bank's Evercore position peaked at $1.01M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Intrust Bank's 13F filing for Q2 2026, filed 5 Aug 2026.