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Salem Investment Counselors’s Evercore EVR Stock Holding History

Salem Investment Counselors’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 		$25.6K Hold
75
– – ﹤0.01% 725
2026
Q1 		$22.4K Buy
+75
New +$24.6K ﹤0.01% 728
2025
Q4 		– Sell
-75
Closed -$25.3K – 629
2025
Q3 		$25.3K Hold
75
– – ﹤0.01% 707
2025
Q2 		$20.3K Hold
75
– – ﹤0.01% 714
2025
Q1 		$15K Hold
75
– – ﹤0.01% 767
2024
Q4 		$20.8K Hold
75
– – ﹤0.01% 713
2024
Q3 		$19K Hold
75
– – ﹤0.01% 739
2024
Q2 		$15.6K Hold
75
– – ﹤0.01% 762
2024
Q1 		$14.4K Hold
75
– – ﹤0.01% 771
2023
Q4 		$12.8K Hold
75
– – ﹤0.01% 768
2023
Q3 		$10.3K Hold
75
– – ﹤0.01% 787
2023
Q2 		$9.27K Hold
75
– – ﹤0.01% 835
2023
Q1 		$8.65K Hold
75
– – ﹤0.01% 837
2022
Q4 		$8.18K Hold
75
– – ﹤0.01% 812
2022
Q3 		$6K Hold
75
– – ﹤0.01% 836
2022
Q2 		$7K Hold
75
– – ﹤0.01% 839
2022
Q1 		$8K Hold
75
– – ﹤0.01% 785
2021
Q4 		$10K Hold
75
– – ﹤0.01% 829
2021
Q3 		$10K Hold
75
– – ﹤0.01% 762
2021
Q2 		$11K Hold
75
– – ﹤0.01% 700
2021
Q1 		$10K Buy
+75
New +$9.16K ﹤0.01% 673

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

Salem Investment Counselors's EVR Position: Q2 2026 in Review

Salem Investment Counselors held its Evercore (EVR) position steady in Q2 2026 at 75 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Salem Investment Counselors first reported a position in EVR in Q1 2021 and has held it in 21 quarters since. 243 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Salem Investment Counselors held 75 shares of Evercore worth $25.6K as of Q2 2026.
  • Salem Investment Counselors left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #725 holding.
  • Salem Investment Counselors first reported a position in Evercore in Q1 2021 and has held it in 21 quarters since.
  • 243 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.