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 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 $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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trivant Custom Portfolio Group's EVR Position: Q1 2026 in Review

Trivant Custom Portfolio Group increased its Evercore (EVR) stake by 0.94% in Q1 2026, buying an estimated $11.1K and bringing the position to 3,641 shares worth $1.09M. The position accounts for 0.6% of the portfolio, ranked #48.

Trivant Custom Portfolio Group first reported a position in EVR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Trivant Custom Portfolio Group held 3,641 shares of Evercore worth $1.09M as of Q1 2026.
Trivant Custom Portfolio Group bought 34 Evercore shares in Q1 2026, an estimated $11.1K.
Evercore made up 0.6% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #48 holding.
Trivant Custom Portfolio Group first reported a position in Evercore in Q2 2024 and has held it in 8 quarters since.
Trivant Custom Portfolio Group's Evercore position peaked at $1.23M in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.