Portside Wealth Group’s Evercore EVR Stock Holding History

Portside Wealth Group’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	$276K	Sell	809 -96	-11%	-$32.8K	0.03%	419
2026 Q1	$270K	Sell	905 -42	-4%	-$13.8K	0.04%	384
2025 Q4	$322K	Sell	947 -196	-17%	-$63K	0.04%	346
2025 Q3	$386K	Sell	1,143 -57	-5%	-$17.9K	0.05%	312
2025 Q2	$324K	Buy	+1,200	New	+$264K	0.05%	334
2025 Q1	–	Sell	-935	Closed	-$259K	–	434
2024 Q4	$259K	Sell	935 -37	-4%	-$10.5K	0.04%	354
2024 Q3	$246K	Buy	+972	New	+$231K	0.04%	339

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Portside Wealth Group's EVR Position: Q2 2026 in Review

Portside Wealth Group reduced its Evercore (EVR) stake by 11% in Q2 2026, selling an estimated $32.8K and leaving 809 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #419.

Portside Wealth Group first reported a position in EVR in Q3 2024 and has held it in 7 quarters since. The position peaked at $386K in Q3 2025. 69 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Portside Wealth Group held 809 shares of Evercore worth $276K as of Q2 2026.
Portside Wealth Group sold 96 Evercore shares in Q2 2026, an estimated $32.8K.
Evercore made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #419 holding.
Portside Wealth Group first reported a position in Evercore in Q3 2024 and has held it in 7 quarters since.
Portside Wealth Group's Evercore position peaked at $386K in Q3 2025.
69 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.