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Trust Point Inc’s Evercore EVR Stock Holding History

Trust Point Inc’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 		$221K Buy
+648
New +$222K 0.02% 433
2026
Q1 		– Sell
-621
Closed -$211K – 528
2025
Q4 		$211K Sell
621
-85
-12% -$27.3K 0.02% 454
2025
Q3 		$238K Buy
+706
New +$221K 0.02% 425
2025
Q1 		– Sell
-1,255
Closed -$348K – 490
2024
Q4 		$348K Buy
1,255
+355
+39% +$101K 0.02% 384
2024
Q3 		$228K Buy
+900
New +$214K 0.02% 460

Other funds holding EVR

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Trust Point Inc's EVR Position: Q2 2026 in Review

Trust Point Inc opened a new position in Evercore (EVR) in Q2 2026: 648 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #433 among its holdings. This is a return to the name: Trust Point Inc previously reported a position in EVR as recently as Q4 2025.

Trust Point Inc first reported a position in EVR in Q3 2024 and has held it in 5 quarters since. The position peaked at $348K in Q4 2024. 88 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Trust Point Inc held 648 shares of Evercore worth $221K as of Q2 2026.
  • Evercore was a new Trust Point Inc position in Q2 2026.
  • Evercore made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #433 holding.
  • Trust Point Inc first reported a position in Evercore in Q3 2024 and has held it in 5 quarters since.
  • Trust Point Inc's Evercore position peaked at $348K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.