AG
EVR icon

Algert Global’s Evercore EVR Stock Holding History

Algert Global’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
Q1 		$6.88M Buy
23,049
+12,950
+128% +$4.24M 0.1% 342
2025
Q4 		$3.44M Buy
10,099
+4,340
+75% +$1.39M 0.05% 561
2025
Q3 		$1.94M Sell
5,759
-5,200
-47% -$1.63M 0.03% 695
2025
Q2 		$2.96M Sell
10,959
-9,220
-46% -$2.03M 0.06% 503
2025
Q1 		$4.03M Hold
20,179
– – 0.1% 345
2024
Q4 		$5.59M Buy
20,179
+7,059
+54% +$2M 0.13% 254
2024
Q3 		$3.32M Buy
13,120
+9,420
+255% +$2.24M 0.09% 397
2024
Q2 		$771K Sell
3,700
-22,398
-86% -$4.36M 0.03% 751
2024
Q1 		$5.03M Buy
26,098
+15,190
+139% +$2.75M 0.2% 153
2023
Q4 		$1.87M Buy
+10,908
New +$1.58M 0.08% 433
2023
Q1 		– Sell
-3,428
Closed -$374K – 1179
2022
Q4 		$374K Hold
3,428
– – 0.02% 885
2022
Q3 		$282K Buy
+3,428
New +$324K 0.02% 959
2022
Q2 		– Sell
-2,319
Closed -$258K – 1257
2022
Q1 		$258K Buy
+2,319
New +$285K 0.02% 982
2017
Q2 		– Sell
-15,557
Closed -$1.21M – 314
2017
Q1 		$1.21M Sell
15,557
-2,578
-14% -$200K 0.33% 132
2016
Q4 		$1.25M Buy
+18,135
New +$1.11M 0.36% 112
2016
Q3 		– Sell
-8,112
Closed -$358K – 382
2016
Q2 		$358K Sell
8,112
-13,217
-62% -$658K 0.15% 256
2016
Q1 		$1.1M Buy
+21,329
New +$1.02M 0.41% 78

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Algert Global's EVR Position: Q1 2026 in Review

Algert Global increased its Evercore (EVR) stake by 128% in Q1 2026, buying an estimated $4.24M and bringing the position to 23,049 shares worth $6.88M. The position accounts for 0.1% of the portfolio, ranked #342.

Algert Global first reported a position in EVR in Q1 2016 and has held it in 17 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Algert Global held 23,049 shares of Evercore worth $6.88M as of Q1 2026.
  • Algert Global bought 12,950 Evercore shares in Q1 2026, an estimated $4.24M.
  • Evercore made up 0.1% of Algert Global's portfolio in Q1 2026, its #342 holding.
  • Algert Global first reported a position in Evercore in Q1 2016 and has held it in 17 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.