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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Trail Advisors's EVR Position: Q1 2026 in Review

Summit Trail Advisors increased its Evercore (EVR) stake by 20% in Q1 2026, buying an estimated $437K and bringing the position to 7,908 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #426.

Summit Trail Advisors first reported a position in EVR in Q3 2024 and has held it in 7 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Summit Trail Advisors held 7,908 shares of Evercore worth $2.36M as of Q1 2026.
  • Summit Trail Advisors bought 1,334 Evercore shares in Q1 2026, an estimated $437K.
  • Evercore made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #426 holding.
  • Summit Trail Advisors first reported a position in Evercore in Q3 2024 and has held it in 7 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.