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Yousif Capital Management’s Evercore EVR Stock Holding History

Yousif Capital Management’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 		$3.76M Sell
11,001
-727
-6% -$249K 0.04% 407
2026
Q1 		$3.5M Sell
11,728
-573
-5% -$188K 0.04% 416
2025
Q4 		$4.51M Sell
12,301
-210
-2% -$67.5K 0.05% 345
2025
Q3 		$4.22M Sell
12,511
-125
-1% -$39.2K 0.05% 379
2025
Q2 		$3.41M Sell
12,636
-13
-0.1% -$2.86K 0.04% 461
2025
Q1 		$2.53M Sell
12,649
-321
-2% -$80K 0.03% 587
2024
Q4 		$3.6M Sell
12,970
-585
-4% -$166K 0.04% 428
2024
Q3 		$3.43M Sell
13,555
-1,804
-12% -$429K 0.04% 466
2024
Q2 		$3.2M Sell
15,359
-1,044
-6% -$203K 0.04% 511
2024
Q1 		$3.16M Sell
16,403
-391
-2% -$70.7K 0.04% 559
2023
Q4 		$2.87M Sell
16,794
-127
-0.8% -$18.4K 0.03% 592
2023
Q3 		$2.33M Sell
16,921
-1,170
-6% -$159K 0.03% 644
2023
Q2 		$2.24M Sell
18,091
-825
-4% -$94.9K 0.03% 705
2023
Q1 		$2.18M Sell
18,916
-240
-1% -$29.8K 0.03% 708
2022
Q4 		$2.09M Sell
19,156
-935
-5% -$97.6K 0.03% 729
2022
Q3 		$1.65M Sell
20,091
-4,245
-17% -$401K 0.02% 866
2022
Q2 		$2.28M Buy
24,336
+1,650
+7% +$176K 0.03% 726
2022
Q1 		$2.52M Buy
22,686
+332
+1% +$40.8K 0.03% 775
2021
Q4 		$3.04M Buy
+22,354
New +$3.26M 0.03% 665

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
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Yousif Capital Management's EVR Position: Q2 2026 in Review

Yousif Capital Management reduced its Evercore (EVR) stake by 6.2% in Q2 2026, selling an estimated $249K and leaving 11,001 shares worth $3.76M. The position accounts for 0.04% of the portfolio, ranked #407.

Yousif Capital Management first reported a position in EVR in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.51M in Q4 2025. 101 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Yousif Capital Management held 11,001 shares of Evercore worth $3.76M as of Q2 2026.
  • Yousif Capital Management sold 727 Evercore shares in Q2 2026, an estimated $249K.
  • Evercore made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #407 holding.
  • Yousif Capital Management first reported a position in Evercore in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Evercore position peaked at $4.51M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.