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
Q2 		$9.3M Buy
27,229
+4,180
+18% +$1.43M 0.11% 294
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% 504
2025
Q1 		$4.03M Hold
20,179
– – 0.1% 345
2024
Q4 		$5.59M Buy
20,179
+7,059
+54% +$2M 0.13% 253
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 – 1178
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 $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

Algert Global's EVR Position: Q2 2026 in Review

Algert Global increased its Evercore (EVR) stake by 18% in Q2 2026, buying an estimated $1.43M and bringing the position to 27,229 shares worth $9.3M. The position accounts for 0.11% of the portfolio, ranked #294.

Algert Global first reported a position in EVR in Q1 2016 and has held it in 18 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Algert Global held 27,229 shares of Evercore worth $9.3M as of Q2 2026.
  • Algert Global bought 4,180 Evercore shares in Q2 2026, an estimated $1.43M.
  • Evercore made up 0.11% of Algert Global's portfolio in Q2 2026, its #294 holding.
  • Algert Global first reported a position in Evercore in Q1 2016 and has held it in 18 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.