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ALPS Advisors’s Evercore EVR Stock Holding History

ALPS Advisors’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 		$4.5M Sell
15,090
-136
-0.9% -$44.5K 0.02% 267
2025
Q4 		$5.18M Sell
15,226
-861
-5% -$277K 0.03% 243
2025
Q3 		$5.43M Sell
16,087
-20,712
-56% -$6.49M 0.03% 240
2025
Q2 		$9.94M Sell
36,799
-230
-0.6% -$50.6K 0.06% 170
2025
Q1 		$7.4M Buy
37,029
+4,312
+13% +$1.07M 0.04% 185
2024
Q4 		$9.07M Buy
32,717
+4,934
+18% +$1.4M 0.06% 168
2024
Q3 		$7.04M Sell
27,783
-20,605
-43% -$4.9M 0.05% 191
2024
Q2 		$10.1M Buy
48,388
+6,583
+16% +$1.28M 0.07% 155
2024
Q1 		$8.05M Buy
41,805
+6,318
+18% +$1.14M 0.06% 178
2023
Q4 		$6.07M Buy
35,487
+4,992
+16% +$723K 0.05% 196
2023
Q3 		$4.2M Sell
30,495
-342
-1% -$46.4K 0.03% 221
2023
Q2 		$3.81M Buy
30,837
+9,609
+45% +$1.11M 0.03% 217
2023
Q1 		$2.45M Buy
21,228
+2,340
+12% +$291K 0.02% 256
2022
Q4 		$2.06M Buy
18,888
+1,970
+12% +$206K 0.02% 291
2022
Q3 		$1.39M Buy
16,918
+2,434
+17% +$230K 0.01% 377
2022
Q2 		$1.36M Buy
14,484
+11,378
+366% +$1.21M 0.01% 392
2022
Q1 		$346K Buy
3,106
+426
+16% +$52.4K ﹤0.01% 673
2021
Q4 		$364K Sell
2,680
-124,946
-98% -$18.2M ﹤0.01% 746
2021
Q3 		$17.1M Buy
127,626
+125,215
+5,193% +$17M 0.16% 128
2021
Q2 		$339K Hold
2,411
– – ﹤0.01% 736
2021
Q1 		$318K Buy
+2,411
New +$294K ﹤0.01% 785
2020
Q3 		– Sell
-4,794
Closed -$282K – 858
2020
Q2 		$282K Sell
4,794
-534
-10% -$29K ﹤0.01% 575
2020
Q1 		$245K Buy
5,328
+1,200
+29% +$80.4K ﹤0.01% 584
2019
Q4 		$309K Sell
4,128
-180
-4% -$13.7K ﹤0.01% 794
2019
Q3 		$345K Buy
4,308
+159
+4% +$13.2K ﹤0.01% 774
2019
Q2 		$367K Sell
4,149
-220
-5% -$19.6K ﹤0.01% 741
2019
Q1 		$398K Sell
4,369
-171
-4% -$15K ﹤0.01% 717
2018
Q4 		$325K Sell
4,540
-225
-5% -$18.5K ﹤0.01% 756
2018
Q3 		$479K Buy
4,765
+31
+0.7% +$3.34K ﹤0.01% 703
2018
Q2 		$499K Sell
4,734
-224
-5% -$23.1K ﹤0.01% 578
2018
Q1 		$432K Sell
4,958
-1,539
-24% -$145K ﹤0.01% 769
2017
Q4 		$585K Hold
6,497
– – ﹤0.01% 414
2017
Q3 		$521K Buy
+6,497
New +$488K ﹤0.01% 419
2015
Q3 		– Sell
-10,283
Closed -$555K – 698
2015
Q2 		$555K Buy
10,283
+160
+2% +$8.16K ﹤0.01% 381
2015
Q1 		$523K Sell
10,123
-349
-3% -$17.7K ﹤0.01% 444
2014
Q4 		$548K Sell
10,472
-1,402
-12% -$70.2K ﹤0.01% 387
2014
Q3 		$558K Buy
11,874
+1,510
+15% +$78.2K ﹤0.01% 492
2014
Q2 		$597K Buy
10,364
+264
+3% +$14.5K 0.01% 386
2014
Q1 		$558K Buy
+10,100
New +$578K 0.01% 479

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

ALPS Advisors's EVR Position: Q1 2026 in Review

ALPS Advisors reduced its Evercore (EVR) stake by 0.89% in Q1 2026, selling an estimated $44.5K and leaving 15,090 shares worth $4.5M. The position accounts for 0.02% of the portfolio, ranked #267.

ALPS Advisors first reported a position in EVR in Q1 2014 and has held it in 39 quarters since. The position peaked at $17.1M in Q3 2021. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • ALPS Advisors held 15,090 shares of Evercore worth $4.5M as of Q1 2026.
  • ALPS Advisors sold 136 Evercore shares in Q1 2026, an estimated $44.5K.
  • Evercore made up 0.02% of ALPS Advisors's portfolio in Q1 2026, its #267 holding.
  • ALPS Advisors first reported a position in Evercore in Q1 2014 and has held it in 39 quarters since.
  • ALPS Advisors's Evercore position peaked at $17.1M in Q3 2021.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.