1832 Asset Management
EVR icon

1832 Asset Management’s Evercore EVR Stock Holding History

1832 Asset 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 		$401K Buy
+1,173
New +$401K ﹤0.01% 575
2025
Q1 		– Sell
-18,565
Closed -$5.15M – 671
2024
Q4 		$5.15M Buy
+18,565
New +$5.26M ﹤0.01% 373
2014
Q2 		– Sell
-97,113
Closed -$5.2M – 625
2014
Q1 		$5.2M Buy
+97,113
New +$5.56M 0.02% 346

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

1832 Asset Management's EVR Position: Q2 2026 in Review

1832 Asset Management opened a new position in Evercore (EVR) in Q2 2026: 1,173 shares worth $401K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: 1832 Asset Management previously reported a position in EVR as recently as Q4 2024.

1832 Asset Management first reported a position in EVR in Q1 2014 and has held it in 3 quarters since. The position peaked at $5.2M in Q1 2014. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • 1832 Asset Management held 1,173 shares of Evercore worth $401K as of Q2 2026.
  • Evercore was a new 1832 Asset Management position in Q2 2026.
  • Evercore made up ﹤0.01% of 1832 Asset Management's portfolio in Q2 2026, its #575 holding.
  • 1832 Asset Management first reported a position in Evercore in Q1 2014 and has held it in 3 quarters since.
  • 1832 Asset Management's Evercore position peaked at $5.2M in Q1 2014.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.