Trivant Custom Portfolio Group’s Evercore EVR Stock Holding History

Trivant Custom Portfolio Group’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	$1.21M	Sell	3,538 -103	-3%	-$35.2K	0.64%	48
2026 Q1	$1.09M	Buy	3,641 +34	+0.9%	+$11.1K	0.6%	48
2025 Q4	$1.23M	Buy	3,607 +14	+0.4%	+$4.5K	0.71%	43
2025 Q3	$1.21M	Sell	3,593 -13	-0.4%	-$4.07K	0.62%	47
2025 Q2	$974K	Sell	3,606 -67	-2%	-$14.7K	0.53%	55
2025 Q1	$734K	Buy	3,673 +240	+7%	+$59.8K	0.42%	62
2024 Q4	$952K	Sell	3,433 -26	-0.8%	-$7.37K	0.56%	44
2024 Q3	$876K	Buy	3,459 +128	+4%	+$30.5K	0.51%	48
2024 Q2	$694K	Buy	+3,331	New	+$648K	0.43%	49

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Trivant Custom Portfolio Group's EVR Position: Q2 2026 in Review

Trivant Custom Portfolio Group reduced its Evercore (EVR) stake by 2.8% in Q2 2026, selling an estimated $35.2K and leaving 3,538 shares worth $1.21M. The position accounts for 0.64% of the portfolio, ranked #48.

Trivant Custom Portfolio Group first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Trivant Custom Portfolio Group held 3,538 shares of Evercore worth $1.21M as of Q2 2026.
Trivant Custom Portfolio Group sold 103 Evercore shares in Q2 2026, an estimated $35.2K.
Evercore made up 0.64% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #48 holding.
Trivant Custom Portfolio Group first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
Trivant Custom Portfolio Group's Evercore position peaked at $1.23M in Q4 2025.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.