Summit Place Financial Advisors’s Evercore EVR Stock Holding History

Summit Place Financial 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	$1.65M	Buy	4,846 +112	+2%	+$38.3K	0.72%	55
2026 Q1	$1.41M	Buy	4,734 +5	+0.1%	+$1.64K	0.68%	57
2025 Q4	$1.61M	Sell	4,729 -245	-5%	-$78.7K	0.78%	49
2025 Q3	$1.68M	Hold	4,974	–	–	0.79%	47
2025 Q2	$1.34M	Buy	4,974 +251	+5%	+$55.2K	0.68%	53
2025 Q1	$943K	Sell	4,723 -210	-4%	-$52.3K	0.53%	58
2024 Q4	$1.37M	Buy	4,933 +1	+0%	+$283	0.78%	48
2024 Q3	$1.25M	Sell	4,932 -901	-15%	-$214K	0.7%	50
2024 Q2	$1.22M	Buy	5,833 +767	+15%	+$149K	0.72%	49
2024 Q1	$976K	Buy	5,066 +381	+8%	+$68.9K	0.57%	56
2023 Q4	$801K	Buy	4,685 +315	+7%	+$45.6K	0.52%	57
2023 Q3	$603K	Buy	+4,370	New	+$593K	0.43%	66

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

Summit Place Financial Advisors's EVR Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Evercore (EVR) stake by 2.4% in Q2 2026, buying an estimated $38.3K and bringing the position to 4,846 shares worth $1.65M. The position accounts for 0.72% of the portfolio, ranked #55.

Summit Place Financial Advisors first reported a position in EVR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q3 2025. 218 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Summit Place Financial Advisors held 4,846 shares of Evercore worth $1.65M as of Q2 2026.
Summit Place Financial Advisors bought 112 Evercore shares in Q2 2026, an estimated $38.3K.
Evercore made up 0.72% of Summit Place Financial Advisors's portfolio in Q2 2026, its #55 holding.
Summit Place Financial Advisors first reported a position in Evercore in Q3 2023 and has held it in 12 quarters since.
Summit Place Financial Advisors's Evercore position peaked at $1.68M in Q3 2025.
218 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.