Private Client Services’s Evercore EVR Stock Holding History

Private Client Services’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	–	Sell	-1,023	Closed	-$305K	–	233
2026 Q1	$305K	Sell	1,023 -1,837	-64%	-$601K	0.09%	157
2025 Q4	$973K	Sell	2,860 -2,808	-50%	-$903K	0.3%	64
2025 Q3	$1.91M	Buy	+5,668	New	+$1.78M	0.64%	40
2025 Q2	–	Sell	-6,095	Closed	-$1.22M	–	210
2025 Q1	$1.22M	Buy	6,095 +854	+16%	+$213K	0.6%	44
2024 Q4	$1.45M	Buy	5,241 +1,290	+33%	+$365K	0.78%	36
2024 Q3	$1M	Buy	+3,951	New	+$940K	0.54%	51

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Private Client Services's EVR Position: Q2 2026 in Review

Private Client Services sold out of Evercore (EVR) in Q2 2026, closing a stake of 1,023 shares — an estimated $305K sold.

Private Client Services first reported a position in EVR in Q3 2024 and held it in 6 quarters. The position peaked at $1.91M in Q3 2025. 93 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Private Client Services reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
Private Client Services sold 1,023 Evercore shares in Q2 2026, an estimated $305K.
Private Client Services first reported a position in Evercore in Q3 2024 and held it in 6 quarters.
Private Client Services's Evercore position peaked at $1.91M in Q3 2025.
93 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.