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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
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 $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 $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ANB Bank's EVR Position: Q1 2026 in Review

ANB Bank increased its Evercore (EVR) stake by 0.26% in Q1 2026, buying an estimated $655 and bringing the position to 771 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #121.

ANB Bank first reported a position in EVR in Q4 2024 and has held it in 4 quarters since. The position peaked at $330K in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • ANB Bank held 771 shares of Evercore worth $230K as of Q1 2026.
  • ANB Bank bought 2 Evercore shares in Q1 2026, an estimated $655.
  • Evercore made up 0.09% of ANB Bank's portfolio in Q1 2026, its #121 holding.
  • ANB Bank first reported a position in Evercore in Q4 2024 and has held it in 4 quarters since.
  • ANB Bank's Evercore position peaked at $330K in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on ANB Bank's 13F filing for Q1 2026, filed 6 May 2026.