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Advisors Capital Management’s Evercore EVR Stock Holding History

Advisors 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 		$7.13M Sell
20,891
-750
-3% -$257K 0.08% 193
2026
Q1 		$6.46M Sell
21,641
-324
-1% -$106K 0.08% 191
2025
Q4 		$7.47M Sell
21,965
-179
-0.8% -$57.5K 0.09% 187
2025
Q3 		$7.47M Buy
22,144
+534
+2% +$167K 0.09% 183
2025
Q2 		$5.84M Buy
21,610
+1,422
+7% +$313K 0.08% 187
2025
Q1 		$4.03M Buy
20,188
+3,035
+18% +$756K 0.06% 208
2024
Q4 		$4.75M Buy
17,153
+888
+5% +$252K 0.07% 196
2024
Q3 		$4.12M Sell
16,265
-154
-0.9% -$36.7K 0.07% 204
2024
Q2 		$3.42M Sell
16,419
-139
-0.8% -$27K 0.06% 211
2024
Q1 		$3.19M Buy
16,558
+1,373
+9% +$248K 0.06% 215
2023
Q4 		$2.6M Buy
15,185
+233
+2% +$33.7K 0.05% 230
2023
Q3 		$2.06M Sell
14,952
-67
-0.4% -$9.1K 0.05% 219
2023
Q2 		$1.86M Buy
15,019
+13
+0.1% +$1.5K 0.04% 224
2023
Q1 		$1.73M Sell
15,006
-2,460
-14% -$306K 0.04% 218
2022
Q4 		$1.91M Buy
17,466
+224
+1% +$23.4K 0.05% 213
2022
Q3 		$1.99M Buy
17,242
+3,695
+27% +$349K 0.05% 217
2022
Q2 		$1.27M Buy
13,547
+312
+2% +$33.2K 0.04% 241
2022
Q1 		$1.47M Buy
13,235
+1,200
+10% +$148K 0.04% 220
2021
Q4 		$1.64M Buy
12,035
+4,656
+63% +$679K 0.04% 216
2021
Q3 		$986K Buy
7,379
+1,478
+25% +$201K 0.03% 237
2021
Q2 		$831K Buy
5,901
+1,099
+23% +$154K 0.03% 249
2021
Q1 		$632K Buy
+4,802
New +$586K 0.02% 258

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

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

Advisors Capital Management reduced its Evercore (EVR) stake by 3.5% in Q2 2026, selling an estimated $257K and leaving 20,891 shares worth $7.13M. The position accounts for 0.08% of the portfolio, ranked #193.

Advisors Capital Management first reported a position in EVR in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.47M in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Advisors Capital Management held 20,891 shares of Evercore worth $7.13M as of Q2 2026.
  • Advisors Capital Management sold 750 Evercore shares in Q2 2026, an estimated $257K.
  • Evercore made up 0.08% of Advisors Capital Management's portfolio in Q2 2026, its #193 holding.
  • Advisors Capital Management first reported a position in Evercore in Q1 2021 and has held it in 22 quarters since.
  • Advisors Capital Management's Evercore position peaked at $7.47M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.