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Laird Norton Wetherby Trust Company’s Evercore EVR Stock Holding History

Laird Norton Wetherby Trust Company’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 		$391K Buy
1,145
+2
+0.2% +$684 0.01% 787
2026
Q1 		$341K Sell
1,143
-29
-2% -$9.5K 0.01% 834
2025
Q4 		$399K Buy
+1,172
New +$377K 0.01% 791

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

Laird Norton Wetherby Trust Company's EVR Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Evercore (EVR) stake by 0.17% in Q2 2026, buying an estimated $684 and bringing the position to 1,145 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #787.

Laird Norton Wetherby Trust Company first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $399K in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 1,145 shares of Evercore worth $391K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 2 Evercore shares in Q2 2026, an estimated $684.
  • Evercore made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #787 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Evercore position peaked at $399K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.