Isthmus Partners’s Evercore EVR Stock Holding History

Isthmus Partners’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	$1.08M	Hold	3,165	–	–	0.1%	127
2026 Q1	$945K	Sell	3,165 -300	-9%	-$98.2K	0.1%	127
2025 Q4	$1.18M	Buy	+3,465	New	+$1.11M	0.13%	118
2025 Q3	–	Sell	-3,465	Closed	-$936K	–	206
2025 Q2	$936K	Sell	3,465 -25	-0.7%	-$5.5K	0.11%	117
2025 Q1	$697K	Sell	3,490 -370	-10%	-$92.2K	0.09%	125
2024 Q4	$1.07M	Hold	3,860	–	–	0.13%	113
2024 Q3	$978K	Hold	3,860	–	–	0.12%	111
2024 Q2	$805K	Hold	3,860	–	–	0.09%	117
2024 Q1	$743K	Buy	+3,860	New	+$698K	0.08%	126
2021 Q3	–	Sell	-675	Closed	-$95K	–	187
2021 Q2	$95K	Buy	+675	New	+$94.4K	0.02%	170
2019 Q2	–	Sell	-6,585	Closed	-$570K	–	158
2019 Q1	$570K	Buy	+6,585	New	+$578K	0.14%	113
2018 Q4	–	Sell	-500	Closed	-$50K	–	184
2018 Q3	$50K	Hold	500	–	–	0.01%	181
2018 Q2	$53K	Hold	500	–	–	0.01%	171
2018 Q1	$44K	Hold	500	–	–	0.01%	182
2017 Q4	$45K	Hold	500	–	–	0.01%	179
2017 Q3	$40K	Sell	500 -100	-17%	-$7.52K	0.01%	186
2017 Q2	$42K	Hold	600	–	–	0.01%	186
2017 Q1	$47K	Hold	600	–	–	0.01%	185
2016 Q4	$41K	Hold	600	–	–	0.01%	193
2016 Q3	$32K	Buy	+600	New	+$30.2K	0.01%	189

Other funds holding EVR

AIM

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

BTW

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

FWIA

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Isthmus Partners's EVR Position: Q2 2026 in Review

Isthmus Partners held its Evercore (EVR) position steady in Q2 2026 at 3,165 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #127.

Isthmus Partners first reported a position in EVR in Q3 2016 and has held it in 20 quarters since. The position peaked at $1.18M in Q4 2025. 144 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Isthmus Partners held 3,165 shares of Evercore worth $1.08M as of Q2 2026.
Isthmus Partners left its Evercore share count unchanged in Q2 2026.
Evercore made up 0.1% of Isthmus Partners's portfolio in Q2 2026, its #127 holding.
Isthmus Partners first reported a position in Evercore in Q3 2016 and has held it in 20 quarters since.
Isthmus Partners's Evercore position peaked at $1.18M in Q4 2025.
144 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.