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AGF Management’s Evercore EVR Stock Holding History

AGF 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 		$6.77M Sell
19,837
-38,671
-66% -$13.2M 0.03% 245
2026
Q1 		$17.5M Sell
58,508
-1,419
-2% -$465K 0.08% 159
2025
Q4 		$20.4M Buy
59,927
+10,291
+21% +$3.31M 0.09% 141
2025
Q3 		$16.7M Buy
49,636
+33
+0.1% +$10.3K 0.07% 166
2025
Q2 		$13.4M Sell
49,603
-21,902
-31% -$4.82M 0.06% 184
2025
Q1 		$14.3M Buy
71,505
+32,902
+85% +$8.2M 0.08% 166
2024
Q4 		$10.7M Buy
+38,603
New +$10.9M 0.05% 198

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

AGF Management's EVR Position: Q2 2026 in Review

AGF Management reduced its Evercore (EVR) stake by 66% in Q2 2026, selling an estimated $13.2M and leaving 19,837 shares worth $6.77M. The position accounts for 0.03% of the portfolio, ranked #245.

AGF Management first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.4M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • AGF Management held 19,837 shares of Evercore worth $6.77M as of Q2 2026.
  • AGF Management sold 38,671 Evercore shares in Q2 2026, an estimated $13.2M.
  • Evercore made up 0.03% of AGF Management's portfolio in Q2 2026, its #245 holding.
  • AGF Management first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • AGF Management's Evercore position peaked at $20.4M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.