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Alberta Investment Management Corp (AIMCo)’s Evercore EVR Stock Holding History

Alberta Investment Management Corp (AIMCo)’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 		$5.19M Buy
+15,200
New +$5.2M 0.03% 345
2025
Q2 		– Sell
-13,943
Closed -$2.78M – 687
2025
Q1 		$2.78M Sell
13,943
-8,870
-39% -$2.21M 0.02% 393
2024
Q4 		$6.32M Sell
22,813
-6,398
-22% -$1.81M 0.04% 233
2024
Q3 		$7.4M Buy
29,211
+2,538
+10% +$604K 0.06% 190
2024
Q2 		$5.56M Sell
26,673
-3,103
-10% -$604K 0.06% 197
2024
Q1 		$5.73M Sell
29,776
-1,087
-4% -$197K 0.06% 223
2023
Q4 		$5.28M Buy
30,863
+1,900
+7% +$275K 0.05% 227
2023
Q3 		$3.99M Buy
28,963
+20,350
+236% +$2.76M 0.04% 301
2023
Q2 		$1.06M Buy
+8,613
New +$991K 0.01% 735
2019
Q4 		– Sell
-7,200
Closed -$577K – 948
2019
Q3 		$577K Buy
+7,200
New +$597K 0.01% 736
2019
Q2 		– Sell
-34,400
Closed -$3.13M – 948
2019
Q1 		$3.13M Buy
+34,400
New +$3.02M 0.03% 401
2016
Q4 		– Sell
-17,700
Closed -$912K – 744
2016
Q3 		$912K Buy
+17,700
New +$890K 0.01% 543
2014
Q1 		– Sell
-82,800
Closed -$4.95M – 471
2013
Q4 		$4.95M Sell
82,800
-70,025
-46% -$3.73M 0.06% 340
2013
Q3 		$7.52M Buy
+152,825
New +$7.03M 0.1% 279

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

Alberta Investment Management Corp (AIMCo)'s EVR Position: Q2 2026 in Review

Alberta Investment Management Corp (AIMCo) opened a new position in Evercore (EVR) in Q2 2026: 15,200 shares worth $5.19M. The stake represents 0.03% of the portfolio and ranks #345 among its holdings. This is a return to the name: Alberta Investment Management Corp (AIMCo) previously reported a position in EVR as recently as Q1 2025.

Alberta Investment Management Corp (AIMCo) first reported a position in EVR in Q3 2013 and has held it in 14 quarters since. The position peaked at $7.52M in Q3 2013. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Alberta Investment Management Corp (AIMCo) held 15,200 shares of Evercore worth $5.19M as of Q2 2026.
  • Evercore was a new Alberta Investment Management Corp (AIMCo) position in Q2 2026.
  • Evercore made up 0.03% of Alberta Investment Management Corp (AIMCo)'s portfolio in Q2 2026, its #345 holding.
  • Alberta Investment Management Corp (AIMCo) first reported a position in Evercore in Q3 2013 and has held it in 14 quarters since.
  • Alberta Investment Management Corp (AIMCo)'s Evercore position peaked at $7.52M in Q3 2013.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2026, filed 6 Aug 2026.