Investment House LLC’s Evercore EVR Stock Holding History

Investment House LLC’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	$290K	Hold	850	–	–	0.01%	203
2026 Q1	$254K	Hold	850	–	–	0.01%	201
2025 Q4	$289K	Hold	850	–	–	0.01%	187
2025 Q3	$287K	Hold	850	–	–	0.01%	197
2025 Q2	$230K	Buy	+850	New	+$187K	0.01%	207
2025 Q1	–	Sell	-850	Closed	-$236K	–	217
2024 Q4	$236K	Sell	850 -100	-11%	-$28.3K	0.01%	190
2024 Q3	$241K	Buy	+950	New	+$226K	0.01%	199
2024 Q2	–	Sell	-1,050	Closed	-$202K	–	214
2024 Q1	$202K	Buy	+1,050	New	+$190K	0.01%	208

Other funds holding EVR

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Investment House LLC's EVR Position: Q2 2026 in Review

Investment House LLC held its Evercore (EVR) position steady in Q2 2026 at 850 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #203.

Investment House LLC first reported a position in EVR in Q1 2024 and has held it in 8 quarters since. 243 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Investment House LLC held 850 shares of Evercore worth $290K as of Q2 2026.
Investment House LLC left its Evercore share count unchanged in Q2 2026.
Evercore made up 0.01% of Investment House LLC's portfolio in Q2 2026, its #203 holding.
Investment House LLC first reported a position in Evercore in Q1 2024 and has held it in 8 quarters since.
243 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.