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Altshuler Shaham’s Evercore EVR Stock Holding History

Altshuler Shaham’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 		$4.44K Sell
13
-1
-7% -$342 ﹤0.01% 395
2026
Q1 		$4.18K Buy
14
+1
+8% +$327 ﹤0.01% 305
2025
Q4 		$4.42K Hold
13
– – ﹤0.01% 283
2025
Q3 		$4.38K Buy
+13
New +$4.07K ﹤0.01% 268
2025
Q2 		– Sell
-17
Closed -$3.4K – 331
2025
Q1 		$3.4K Buy
17
+3
+21% +$747 ﹤0.01% 292
2024
Q4 		$3.88K Sell
14
-2
-13% -$567 ﹤0.01% 298
2024
Q3 		$4.05K Buy
+16
New +$3.81K ﹤0.01% 236
2022
Q2 		– Sell
-1,264
Closed -$141K – 483
2022
Q1 		$141K Buy
1,264
+146
+13% +$18K ﹤0.01% 250
2021
Q4 		$152K Buy
1,118
+206
+23% +$30K ﹤0.01% 272
2021
Q3 		$123K Buy
912
+497
+120% +$67.5K ﹤0.01% 296
2021
Q2 		$58K Buy
+415
New +$58K ﹤0.01% 414

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

Altshuler Shaham's EVR Position: Q2 2026 in Review

Altshuler Shaham reduced its Evercore (EVR) stake by 7.1% in Q2 2026, selling an estimated $342 and leaving 13 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Altshuler Shaham first reported a position in EVR in Q2 2021 and has held it in 11 quarters since. The position peaked at $152K in Q4 2021. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Altshuler Shaham held 13 shares of Evercore worth $4.44K as of Q2 2026.
  • Altshuler Shaham sold 1 Evercore share in Q2 2026, an estimated $342.
  • Evercore made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #395 holding.
  • Altshuler Shaham first reported a position in Evercore in Q2 2021 and has held it in 11 quarters since.
  • Altshuler Shaham's Evercore position peaked at $152K in Q4 2021.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.