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Smithfield Trust’s Evercore EVR Stock Holding History

Smithfield Trust’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 		$14K Hold
42
– – ﹤0.01% 850
2026
Q1 		$13K Hold
42
– – ﹤0.01% 851
2025
Q4 		$14K Hold
42
– – ﹤0.01% 832
2025
Q3 		$14K Buy
+42
New +$13.2K ﹤0.01% 808
2025
Q1 		– Sell
-97
Closed -$27K – 1048
2024
Q4 		$27K Hold
97
– – ﹤0.01% 666
2024
Q3 		$25K Hold
97
– – ﹤0.01% 671
2024
Q2 		$20K Hold
97
– – ﹤0.01% 704
2024
Q1 		$19K Hold
97
– – ﹤0.01% 736
2023
Q4 		$17K Buy
+97
New +$14K ﹤0.01% 731
2022
Q1 		– Sell
-634
Closed -$86K – 1077
2021
Q4 		$86K Buy
634
+82
+15% +$12K 0.01% 476
2021
Q3 		$74K Sell
552
-17
-3% -$2.31K ﹤0.01% 497
2021
Q2 		$80K Buy
+569
New +$79.5K 0.01% 479
2020
Q2 		– Sell
-230
Closed -$11K – 1056
2020
Q1 		$11K Buy
+230
New +$15.4K ﹤0.01% 666
2018
Q4 		– Sell
-1,330
Closed -$134K – 949
2018
Q3 		$134K Sell
1,330
-150
-10% -$16.2K 0.01% 347
2018
Q2 		$156K Buy
+1,480
New +$153K 0.02% 323

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Smithfield Trust's EVR Position: Q2 2026 in Review

Smithfield Trust held its Evercore (EVR) position steady in Q2 2026 at 42 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Smithfield Trust first reported a position in EVR in Q2 2018 and has held it in 15 quarters since. The position peaked at $156K in Q2 2018. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Smithfield Trust held 42 shares of Evercore worth $14K as of Q2 2026.
  • Smithfield Trust left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #850 holding.
  • Smithfield Trust first reported a position in Evercore in Q2 2018 and has held it in 15 quarters since.
  • Smithfield Trust's Evercore position peaked at $156K in Q2 2018.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.