CX Institutional

SEC CIK: 0001737089
Latest filing: Oct 2, 2026

SEC filings (opens in a new tab)

EVR holding history

Evercore Inc. in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVR overview All 13F holders of EVR Full Q3 2026 holdings

Shares (Q3 2026): 17,355
Value: $4.47M
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2026

Holdings of EVR by CX Institutional, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2026	17,355	$4.47M	0.1%	+5,743+49.5%	Added	Holders
Q2 2026	11,612	$3.96M	0.1%	+236+2.1%	Added	Holders
Q1 2026	11,376	$3.40M	0.1%	+11,376	New	Holders