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 Q3	$1.47M	Buy	5,725 +2,881	+101%	+$876K	0.44%	4
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

AlphaGrep UK's EVR Position: Q3 2026 in Review

AlphaGrep UK increased its Evercore (EVR) stake by 101% in Q3 2026, buying an estimated $876K and bringing the position to 5,725 shares worth $1.47M. The position accounts for 0.44% of the portfolio, ranked #4.

AlphaGrep UK first reported a position in EVR in Q1 2026 and has held it in 3 quarters since. 530 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

AlphaGrep UK held 5,725 shares of Evercore worth $1.47M as of Q3 2026.
AlphaGrep UK bought 2,881 Evercore shares in Q3 2026, an estimated $876K.
Evercore made up 0.44% of AlphaGrep UK's portfolio in Q3 2026, its #4 holding.
AlphaGrep UK first reported a position in Evercore in Q1 2026 and has held it in 3 quarters since.
530 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.