SRH Advisors’s Evercore EVR Stock Holding History

SRH Advisors’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	$3.94M	Hold	11,525	–	–	1%	9
2026 Q1	$3.44M	Hold	11,525	–	–	0.98%	9
2025 Q4	$3.92M	Hold	11,525	–	–	1.13%	9
2025 Q3	$3.89M	Hold	11,525	–	–	1.14%	9
2025 Q2	$3.11M	Sell	11,525 -375	-3%	-$82.5K	0.95%	9
2025 Q1	$2.38M	Hold	11,900	–	–	0.73%	13
2024 Q4	$3.3M	Hold	11,900	–	–	0.98%	11
2024 Q3	$3.01M	Hold	11,900	–	–	0.92%	12
2024 Q2	$2.48M	Hold	11,900	–	–	0.83%	14
2024 Q1	$2.29M	Hold	11,900	–	–	0.73%	16
2023 Q4	$2.04M	Hold	11,900	–	–	0.71%	16
2023 Q3	$1.64M	Hold	11,900	–	–	0.8%	15
2023 Q2	$1.37M	Hold	11,900	–	–	0.73%	18
2023 Q1	$1.37M	Hold	11,900	–	–	0.73%	18
2022 Q4	$1.3M	Buy	11,900 +375	+3%	+$39.1K	0.72%	18
2022 Q3	$948K	Buy	11,525 +375	+3%	+$35.5K	1.23%	21
2022 Q2	$1.04M	Hold	11,150	–	–	1.29%	20
2022 Q1	$1.24M	Buy	11,150 +200	+2%	+$24.6K	1.38%	19
2021 Q4	$1.49M	Hold	10,950	–	–	1.69%	17
2021 Q3	$1.46M	Buy	+10,950	New	+$1.49M	1.78%	17

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

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

SRH Advisors's EVR Position: Q2 2026 in Review

SRH Advisors held its Evercore (EVR) position steady in Q2 2026 at 11,525 shares worth $3.94M. The position accounts for 1% of the portfolio, ranked #9.

SRH Advisors first reported a position in EVR in Q3 2021 and has held it in 20 quarters since. 218 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

SRH Advisors held 11,525 shares of Evercore worth $3.94M as of Q2 2026.
SRH Advisors left its Evercore share count unchanged in Q2 2026.
Evercore made up 1% of SRH Advisors's portfolio in Q2 2026, its #9 holding.
SRH Advisors first reported a position in Evercore in Q3 2021 and has held it in 20 quarters since.
218 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.