Annis Gardner Whiting Capital Advisors’s Evercore EVR Stock Holding History

Annis Gardner Whiting Capital 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	-5	Closed	-$1.49K	–	621
2026 Q1	$1.49K	Hold	5	–	–	﹤0.01%	1091
2025 Q4	$1.7K	Sell	5 -17	-77%	-$5.46K	﹤0.01%	979
2025 Q3	$7.42K	Hold	22	–	–	﹤0.01%	741
2025 Q2	$5.94K	Hold	22	–	–	﹤0.01%	822
2025 Q1	$4.39K	Hold	22	–	–	﹤0.01%	634
2024 Q4	$6.1K	Sell	22 -40	-65%	-$11.3K	﹤0.01%	590
2024 Q3	$15.7K	Sell	62 -36	-37%	-$8.57K	﹤0.01%	497
2024 Q2	$20.4K	Hold	98	–	–	0.01%	566
2024 Q1	$18.9K	Buy	98 +76	+345%	+$13.8K	0.01%	562
2023 Q4	$3.76K	Hold	22	–	–	﹤0.01%	572
2023 Q3	$3.03K	Buy	+22	New	+$2.99K	﹤0.01%	577

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 $3.37T AUM 44.26% 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

Annis Gardner Whiting Capital Advisors's EVR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Evercore (EVR) in Q2 2026, closing a stake of 5 shares — an estimated $1.49K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EVR in Q3 2023 and held it in 11 quarters. The position peaked at $20.4K in Q2 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 5 Evercore shares in Q2 2026, an estimated $1.49K.
Annis Gardner Whiting Capital Advisors first reported a position in Evercore in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Evercore position peaked at $20.4K in Q2 2024.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.