NAM
EVR icon

NorthCrest Asset Manangement’s Evercore EVR Stock Holding History

NorthCrest Asset Manangement’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 		$684K Buy
2,013
+813
+68% +$278K 0.02% 474
2026
Q1 		$366K Sell
1,200
-62
-5% -$20.3K 0.01% 576
2025
Q4 		$460K Sell
1,262
-73
-5% -$23.5K 0.01% 562
2025
Q3 		$433K Buy
+1,335
New +$418K 0.01% 536

Other funds holding EVR

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

NorthCrest Asset Manangement's EVR Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Evercore (EVR) stake by 68% in Q2 2026, buying an estimated $278K and bringing the position to 2,013 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #474.

NorthCrest Asset Manangement first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • NorthCrest Asset Manangement held 2,013 shares of Evercore worth $684K as of Q2 2026.
  • NorthCrest Asset Manangement bought 813 Evercore shares in Q2 2026, an estimated $278K.
  • Evercore made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #474 holding.
  • NorthCrest Asset Manangement first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.