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Aquatic Capital Management’s Evercore EVR Stock Holding History

Aquatic Capital Management’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
-6,707
Closed -$2M – 1399
2026
Q1 		$2M Buy
+6,707
New +$2.2M 0.06% 373
2025
Q3 		– Sell
-21,009
Closed -$5.67M – 1472
2025
Q2 		$5.67M Sell
21,009
-2,418
-10% -$532K 0.11% 219
2025
Q1 		$4.68M Buy
23,427
+3,595
+18% +$896K 0.12% 227
2024
Q4 		$5.5M Buy
+19,832
New +$5.62M 0.15% 182
2024
Q3 		– Sell
-4,500
Closed -$938K – 1250
2024
Q2 		$938K Sell
4,500
-6,700
-60% -$1.3M 0.03% 411
2024
Q1 		$2.16M Buy
+11,200
New +$2.03M 0.07% 242
2023
Q3 		– Sell
-1,600
Closed -$198K – 1364
2023
Q2 		$198K Sell
1,600
-8,400
-84% -$966K 0.01% 669
2023
Q1 		$1.15M Buy
+10,000
New +$1.24M 0.07% 252
2022
Q4 		– Sell
-2,200
Closed -$181K – 1502
2022
Q3 		$181K Buy
2,200
+600
+38% +$56.7K 0.02% 627
2022
Q2 		$150K Buy
1,600
+900
+129% +$95.9K 0.05% 398
2022
Q1 		$78K Buy
+700
New +$86.1K 0.12% 198

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

Aquatic Capital Management's EVR Position: Q2 2026 in Review

Aquatic Capital Management sold out of Evercore (EVR) in Q2 2026, closing a stake of 6,707 shares — an estimated $2M sold.

Aquatic Capital Management first reported a position in EVR in Q1 2022 and held it in 11 quarters. The position peaked at $5.67M in Q2 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Aquatic Capital Management reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 6,707 Evercore shares in Q2 2026, an estimated $2M.
  • Aquatic Capital Management first reported a position in Evercore in Q1 2022 and held it in 11 quarters.
  • Aquatic Capital Management's Evercore position peaked at $5.67M in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.