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ANB Bank’s Evercore EVR Stock Holding History

ANB 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 		$268K Buy
785
+14
+2% +$4.79K 0.1% 119
2026
Q1 		$230K Buy
771
+2
+0.3% +$655 0.09% 121
2025
Q4 		$262K Sell
769
-28
-4% -$9K 0.1% 108
2025
Q3 		$269K Buy
+797
New +$250K 0.11% 104
2025
Q1 		– Sell
-1,191
Closed -$330K – 119
2024
Q4 		$330K Buy
+1,191
New +$337K 0.14% 81

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

ANB Bank's EVR Position: Q2 2026 in Review

ANB Bank increased its Evercore (EVR) stake by 1.8% in Q2 2026, buying an estimated $4.79K and bringing the position to 785 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #119.

ANB Bank first reported a position in EVR in Q4 2024 and has held it in 5 quarters since. The position peaked at $330K in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • ANB Bank held 785 shares of Evercore worth $268K as of Q2 2026.
  • ANB Bank bought 14 Evercore shares in Q2 2026, an estimated $4.79K.
  • Evercore made up 0.1% of ANB Bank's portfolio in Q2 2026, its #119 holding.
  • ANB Bank first reported a position in Evercore in Q4 2024 and has held it in 5 quarters since.
  • ANB Bank's Evercore position peaked at $330K in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on ANB Bank's 13F filing for Q2 2026, filed 12 Aug 2026.