Ancora Advisors’s Evercore EVR Stock Holding History

Ancora 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 Q2	–	Sell	-23	Closed	-$6.87K	–	2120
2026 Q1	$6.87K	Sell	23 -57	-71%	-$18.7K	﹤0.01%	1887
2025 Q4	$27.2K	Buy	+80	New	+$25.7K	﹤0.01%	1401

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ancora Advisors's EVR Position: Q2 2026 in Review

Ancora Advisors sold out of Evercore (EVR) in Q2 2026, closing a stake of 23 shares — an estimated $6.87K sold.

Ancora Advisors first reported a position in EVR in Q4 2025 and held it in 2 quarters. The position peaked at $27.2K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Ancora Advisors reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 23 Evercore shares in Q2 2026, an estimated $6.87K.
Ancora Advisors first reported a position in Evercore in Q4 2025 and held it in 2 quarters.
Ancora Advisors's Evercore position peaked at $27.2K in Q4 2025.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.