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Abel Hall LLC’s Evercore EVR Stock Holding History

Abel Hall LLC’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 		$241K Hold
705
– – 0.04% 615
2026
Q1 		$210K Sell
705
-58
-8% -$19K 0.04% 596
2025
Q4 		$260K Buy
763
+95
+14% +$30.5K 0.06% 410
2025
Q3 		$225K Buy
+668
New +$209K 0.09% 242

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Abel Hall LLC's EVR Position: Q2 2026 in Review

Abel Hall LLC held its Evercore (EVR) position steady in Q2 2026 at 705 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #615.

Abel Hall LLC first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $260K in Q4 2025. 211 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Abel Hall LLC held 705 shares of Evercore worth $241K as of Q2 2026.
  • Abel Hall LLC left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.04% of Abel Hall LLC's portfolio in Q2 2026, its #615 holding.
  • Abel Hall LLC first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • Abel Hall LLC's Evercore position peaked at $260K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.