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Amalgamated Bank’s Evercore EVR Stock Holding History

Amalgamated Bank’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 		$6M Sell
17,579
-36
-0.2% -$12.3K 0.04% 367
2026
Q1 		$5.26M Buy
17,615
+252
+1% +$82.5K 0.04% 406
2025
Q4 		$5.91M Sell
17,363
-548
-3% -$176K 0.04% 349
2025
Q3 		$6.04M Buy
17,911
+1,091
+6% +$342K 0.04% 338
2025
Q2 		$4.54M Buy
16,820
+257
+2% +$56.5K 0.04% 429
2025
Q1 		$3.31M Sell
16,563
-605
-4% -$151K 0.03% 554
2024
Q4 		$4.76M Sell
17,168
-298
-2% -$84.4K 0.04% 405
2024
Q3 		$4.42M Sell
17,466
-477
-3% -$114K 0.04% 435
2024
Q2 		$3.74M Sell
17,943
-5,757
-24% -$1.12M 0.03% 565
2024
Q1 		$4.56M Sell
23,700
-2,633
-10% -$476K 0.04% 501
2023
Q4 		$4.5M Buy
26,333
+465
+2% +$67.3K 0.04% 530
2023
Q3 		$3.57M Buy
25,868
+2,089
+9% +$284K 0.03% 609
2023
Q2 		$2.94M Sell
23,779
-906
-4% -$104K 0.02% 712
2023
Q1 		$2.85M Sell
24,685
-7,160
-22% -$890K 0.02% 731
2022
Q4 		$3.47M Buy
31,845
+5,887
+23% +$614K 0.03% 680
2022
Q3 		$2.13M Sell
25,958
-3,386
-12% -$320K 0.02% 811
2022
Q2 		$2.75M Buy
29,344
+2,518
+9% +$268K 0.03% 744
2022
Q1 		$2.99M Sell
26,826
-1,046
-4% -$129K 0.02% 755
2021
Q4 		$3.79M Sell
27,872
-6,310
-18% -$920K 0.03% 663
2021
Q3 		$4.57M Sell
34,182
-3,879
-10% -$527K 0.04% 552
2021
Q2 		$5.36M Buy
38,061
+33,113
+669% +$4.63M 0.04% 519
2021
Q1 		$652K Sell
4,948
-319
-6% -$39K 0.02% 829
2020
Q4 		$577K Buy
5,267
+18
+0.3% +$1.6K 0.02% 888
2020
Q3 		$344K Sell
5,249
-33
-0.6% -$2K 0.02% 1045
2020
Q2 		$311K Sell
5,282
-4,136
-44% -$225K 0.01% 1088
2020
Q1 		$434K Sell
9,418
-259
-3% -$17.3K 0.01% 973
2019
Q4 		$723K Buy
9,677
+430
+5% +$32.8K 0.01% 938
2019
Q3 		$741K Buy
9,247
+414
+5% +$34.3K 0.02% 860
2019
Q2 		$782K Sell
8,833
-699
-7% -$62.2K 0.02% 852
2019
Q1 		$867K Buy
9,532
+107
+1% +$9.4K 0.02% 771
2018
Q4 		$674K Buy
9,425
+3,515
+59% +$289K 0.02% 801
2018
Q3 		$594K Sell
5,910
-3,882
-40% -$418K 0.01% 873
2018
Q2 		$1.03M Buy
9,792
+4,239
+76% +$437K 0.03% 747
2018
Q1 		$484K Sell
5,553
-81
-1% -$7.63K 0.01% 975
2017
Q4 		$507K Buy
5,634
+252
+5% +$21K 0.01% 986
2017
Q3 		$432K Sell
5,382
-279
-5% -$21K 0.01% 1018
2017
Q2 		$399K Buy
5,661
+498
+10% +$36.2K 0.01% 1049
2017
Q1 		$402K Sell
5,163
-6
-0.1% -$466 0.02% 962
2016
Q4 		$355K Buy
5,169
+664
+15% +$40.8K 0.02% 1036
2016
Q3 		$232K Sell
4,505
-12
-0.3% -$603 0.01% 1169
2016
Q2 		$233K Buy
+4,517
New +$225K 0.01% 1168

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Amalgamated Bank's EVR Position: Q2 2026 in Review

Amalgamated Bank reduced its Evercore (EVR) stake by 0.2% in Q2 2026, selling an estimated $12.3K and leaving 17,579 shares worth $6M. The position accounts for 0.04% of the portfolio, ranked #367.

Amalgamated Bank first reported a position in EVR in Q2 2016 and has held it in 41 quarters since. The position peaked at $6.04M in Q3 2025. 354 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Amalgamated Bank held 17,579 shares of Evercore worth $6M as of Q2 2026.
  • Amalgamated Bank sold 36 Evercore shares in Q2 2026, an estimated $12.3K.
  • Evercore made up 0.04% of Amalgamated Bank's portfolio in Q2 2026, its #367 holding.
  • Amalgamated Bank first reported a position in Evercore in Q2 2016 and has held it in 41 quarters since.
  • Amalgamated Bank's Evercore position peaked at $6.04M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.