Peregrine Investment Management’s Evercore EVR Stock Holding History

Peregrine Investment 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	$5.88M	Sell	17,210 -4,000	-19%	-$1.37M	2.5%	23
2026 Q1	$6.33M	Sell	21,210 -3,900	-16%	-$1.28M	4.98%	12
2025 Q4	$8.54M	Sell	25,110 -1,050	-4%	-$337K	5.31%	9
2025 Q3	$8.82M	Buy	26,160 +350	+1%	+$110K	4.34%	12
2025 Q2	$6.97M	Buy	25,810 +2,100	+9%	+$462K	4.45%	10
2025 Q1	$4.74M	Buy	23,710 +8,630	+57%	+$2.15M	3.53%	15
2024 Q4	$4.18M	Buy	+15,080	New	+$4.27M	2.42%	20

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

Peregrine Investment Management's EVR Position: Q2 2026 in Review

Peregrine Investment Management reduced its Evercore (EVR) stake by 19% in Q2 2026, selling an estimated $1.37M and leaving 17,210 shares worth $5.88M. The position accounts for 2.5% of the portfolio, ranked #23.

Peregrine Investment Management first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.82M in Q3 2025. 222 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Peregrine Investment Management held 17,210 shares of Evercore worth $5.88M as of Q2 2026.
Peregrine Investment Management sold 4,000 Evercore shares in Q2 2026, an estimated $1.37M.
Evercore made up 2.5% of Peregrine Investment Management's portfolio in Q2 2026, its #23 holding.
Peregrine Investment Management first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
Peregrine Investment Management's Evercore position peaked at $8.82M in Q3 2025.
222 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Peregrine Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.