First Bank & Trust EVR — EVERCORE PARTNERS INC CLASS A

Ownership history in First Bank & Trust  ·  36 quarters on record

AI Ownership Summary

First Bank & Trust reported EVERCORE PARTNERS INC CLASS A (EVR) in 36 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q4. The latest visible filing shows EVR at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Bank & Trust's position in EVERCORE PARTNERS INC CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EVR was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EVR stock page First Bank & Trust fund profile First Bank & Trust full holdings
How First Bank & Trust held EVR — position size vs. price
% of Fund (quarterly)    EVR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,200 -47 -3.8% 0.06% $410K 2026-07-09 $339.75
2026 Q1 ADDED — — — 1,247 +12 +1.0% 0.06% $372K 2026-04-10 $337.03
2025 Q4 REDUCED 5.9% -12.0% ✅ 1,235 -77 -5.9% 0.07% $420K 2026-01-12 $368.77
2025 Q3 REDUCED 15.3% +3.2% ❌ 1,312 -237 -15.3% 0.07% $443K 2025-10-10 $298.65
2025 Q2 ADDED — — — 1,549 +9 +0.6% 0.07% $418K 2025-07-09 $290.36
2025 Q1 REDUCED — — — 1,540 -3 -0.2% 0.06% $308K 2025-04-28 $194.49
2024 Q4 REDUCED — — — 1,543 -6 -0.4% 0.08% $428K 2025-02-03 $278.29
2024 Q3 UNCHANGED — — — 1,549 — 0% 0.07% $392K 2024-10-24 $257.59
2024 Q2 REDUCED — — — 1,549 -42 -2.6% 0.07% $323K 2024-07-09 $209.69
2024 Q1 ADDED — — — 1,591 +63 +4.1% 0.06% $306K 2024-04-17 $180.53
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVR

As of 2026 Q2 — sorted by position size

EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 0.39% Legacy Wealth Asset Management, LLC 3Y 0.26% CX Institutional 3Y 7Y 0.11% New England Research & Management, Inc. 3Y 7Y 0.11% Sarasin & Partners LLP 3Y 7Y 0.1% Centurion Wealth Management LLC 3Y 0.07% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.04% Piscataqua Savings Bank 3Y 0.04% Dynamic Advisor Solutions LLC 3Y 7Y 0.03% Versant Capital Management, Inc 3Y 7Y 0.03%

FAQ About First Bank & Trust and EVR

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Bank & Trust reported owning EVR?

First Bank & Trust reported EVR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EVR position in First Bank & Trust's portfolio?

The largest reported portfolio weight for EVR was 0.08% in 2024 Q4.

What is the latest reported EVR position on this page?

The most recent filing on this page is 2026 Q2, when First Bank & Trust reported 1,200 shares, equal to 0.06% of portfolio, with an estimated market value of $410K.

What does the chart on this EVR ownership page compare?

The chart compares First Bank & Trust's quarterly EVR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did First Bank & Trust time their EVR position?

Based on 13F filing dates vs. subsequent EVR price moves, First Bank & Trust correctly timed 14 out of 28 reported position changes (50%). The annualised alpha on EVR relative to SPY over the holding period was +43.1%.

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