WhitTier Trust Company’s Evercore EVR Stock Holding History

WhitTier Trust Company’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	$2.02M	Sell	5,822 -3	-0.1%	-$1.03K	0.04%	232
2026 Q1	$1.78M	Buy	5,825 +5,747	+7,368%	+$1.88M	0.04%	244
2025 Q4	$29.2K	Buy	+78	New	+$25.1K	﹤0.01%	812
2021 Q4	–	Sell	-250	Closed	-$33K	–	1075
2021 Q3	$33K	Buy	+250	New	+$34K	﹤0.01%	742

Other funds holding EVR

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

WhitTier Trust Company's EVR Position: Q2 2026 in Review

WhitTier Trust Company reduced its Evercore (EVR) stake by 0.05% in Q2 2026, selling an estimated $1.03K and leaving 5,822 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #232.

WhitTier Trust Company first reported a position in EVR in Q3 2021 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

WhitTier Trust Company held 5,822 shares of Evercore worth $2.02M as of Q2 2026.
WhitTier Trust Company sold 3 Evercore shares in Q2 2026, an estimated $1.03K.
Evercore made up 0.04% of WhitTier Trust Company's portfolio in Q2 2026, its #232 holding.
WhitTier Trust Company first reported a position in Evercore in Q3 2021 and has held it in 4 quarters since.
354 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.