AlphaGrep UK’s Evercore EVR Stock Holding History

AlphaGrep UK’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	$971K	Buy	2,844 +1,667	+142%	+$570K	0.29%	45
2026 Q1	$351K	Buy	+1,177	New	+$385K	0.1%	434

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AlphaGrep UK's EVR Position: Q2 2026 in Review

AlphaGrep UK increased its Evercore (EVR) stake by 142% in Q2 2026, buying an estimated $570K and bringing the position to 2,844 shares worth $971K. The position accounts for 0.29% of the portfolio, ranked #45.

AlphaGrep UK first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 667 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

AlphaGrep UK held 2,844 shares of Evercore worth $971K as of Q2 2026.
AlphaGrep UK bought 1,667 Evercore shares in Q2 2026, an estimated $570K.
Evercore made up 0.29% of AlphaGrep UK's portfolio in Q2 2026, its #45 holding.
AlphaGrep UK first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
667 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.