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Monument Capital Management’s Evercore EVR Stock Holding History

Monument Capital Management’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 		$2.62M Buy
7,676
+505
+7% +$173K 0.53% 70
2026
Q1 		$2.14M Buy
7,171
+57
+0.8% +$18.7K 0.54% 74
2025
Q4 		$2.42M Buy
7,114
+176
+3% +$56.6K 0.6% 68
2025
Q3 		$2.34M Buy
+6,938
New +$2.17M 0.59% 67
2025
Q1 		– Sell
-16,724
Closed -$4.64M – 206
2024
Q4 		$4.64M Sell
16,724
-402
-2% -$114K 1.28% 19
2024
Q3 		$4.34M Sell
17,126
-143
-0.8% -$34K 1.2% 22
2024
Q2 		$3.6M Sell
17,269
-175
-1% -$34.1K 1.06% 26
2024
Q1 		$3.36M Sell
17,444
-1,596
-8% -$289K 0.97% 30
2023
Q4 		$3.26M Sell
19,040
-630
-3% -$91.2K 1.05% 23
2023
Q3 		$2.71M Buy
+19,670
New +$2.67M 0.91% 26
2022
Q4 		– Sell
-15,750
Closed -$1.29M – 161
2022
Q3 		$1.29M Buy
15,750
+3,152
+25% +$298K 0.49% 62
2022
Q2 		$1.18M Sell
12,598
-1,677
-12% -$179K 0.44% 64
2022
Q1 		$1.59M Buy
14,275
+3,918
+38% +$482K 0.52% 60
2021
Q4 		$1.41M Sell
10,357
-4,740
-31% -$691K 0.44% 69
2021
Q3 		$2.02M Sell
15,097
-201
-1% -$27.3K 0.69% 58
2021
Q2 		$2.15M Buy
+15,298
New +$2.14M 0.75% 57

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
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Monument Capital Management's EVR Position: Q2 2026 in Review

Monument Capital Management increased its Evercore (EVR) stake by 7% in Q2 2026, buying an estimated $173K and bringing the position to 7,676 shares worth $2.62M. The position accounts for 0.53% of the portfolio, ranked #70.

Monument Capital Management first reported a position in EVR in Q2 2021 and has held it in 16 quarters since. The position peaked at $4.64M in Q4 2024. 242 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Monument Capital Management held 7,676 shares of Evercore worth $2.62M as of Q2 2026.
  • Monument Capital Management bought 505 Evercore shares in Q2 2026, an estimated $173K.
  • Evercore made up 0.53% of Monument Capital Management's portfolio in Q2 2026, its #70 holding.
  • Monument Capital Management first reported a position in Evercore in Q2 2021 and has held it in 16 quarters since.
  • Monument Capital Management's Evercore position peaked at $4.64M in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.