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Whittier Trust’s Evercore EVR Stock Holding History

Whittier Trust’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 		$4.23M Sell
11,906
-83
-0.7% -$28.4K 0.04% 226
2026
Q1 		$3.65M Buy
11,989
+11,093
+1,238% +$3.63M 0.04% 212
2025
Q4 		$335K Buy
896
+99
+12% +$31.8K ﹤0.01% 506
2025
Q3 		$262K Hold
797
– – ﹤0.01% 539
2025
Q2 		$215K Hold
797
– – ﹤0.01% 645
2025
Q1 		$159K Hold
797
– – ﹤0.01% 694
2024
Q4 		$221K Buy
+797
New +$226K ﹤0.01% 644
2023
Q4 		– Sell
-7
Closed -$965 – 1555
2023
Q3 		$965 Buy
+7
New +$950 ﹤0.01% 1521

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Whittier Trust's EVR Position: Q2 2026 in Review

Whittier Trust reduced its Evercore (EVR) stake by 0.69% in Q2 2026, selling an estimated $28.4K and leaving 11,906 shares worth $4.23M. The position accounts for 0.04% of the portfolio, ranked #226.

Whittier Trust first reported a position in EVR in Q3 2023 and has held it in 8 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Whittier Trust held 11,906 shares of Evercore worth $4.23M as of Q2 2026.
  • Whittier Trust sold 83 Evercore shares in Q2 2026, an estimated $28.4K.
  • Evercore made up 0.04% of Whittier Trust's portfolio in Q2 2026, its #226 holding.
  • Whittier Trust first reported a position in Evercore in Q3 2023 and has held it in 8 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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