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Summit Trail Advisors’s Evercore EVR Stock Holding History

Summit Trail 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 		$2.6M Sell
7,603
-305
-4% -$104K 0.03% 434
2026
Q1 		$2.36M Buy
7,908
+1,334
+20% +$437K 0.03% 426
2025
Q4 		$2.24M Buy
6,574
+706
+12% +$227K 0.04% 345
2025
Q3 		$1.98M Buy
5,868
+2,611
+80% +$818K 0.03% 448
2025
Q2 		$879K Buy
3,257
+1,885
+137% +$415K 0.02% 529
2025
Q1 		$274K Buy
1,372
+319
+30% +$79.5K 0.01% 336
2024
Q4 		$292K Buy
1,053
+49
+5% +$13.9K 0.01% 297
2024
Q3 		$254K Buy
+1,004
New +$239K 0.01% 596

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

Summit Trail Advisors's EVR Position: Q2 2026 in Review

Summit Trail Advisors reduced its Evercore (EVR) stake by 3.9% in Q2 2026, selling an estimated $104K and leaving 7,603 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #434.

Summit Trail Advisors first reported a position in EVR in Q3 2024 and has held it in 8 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Summit Trail Advisors held 7,603 shares of Evercore worth $2.6M as of Q2 2026.
  • Summit Trail Advisors sold 305 Evercore shares in Q2 2026, an estimated $104K.
  • Evercore made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #434 holding.
  • Summit Trail Advisors first reported a position in Evercore in Q3 2024 and has held it in 8 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.