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Arax Advisory Partners’s Evercore EVR Stock Holding History

Arax Advisory Partners’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 		$7.01M Buy
20,526
+19,476
+1,855% +$6.66M 0.05% 388
2026
Q1 		$315K Buy
1,050
+868
+477% +$284K 0.01% 856
2025
Q4 		$62K Sell
182
-16,021
-99% -$5.15M ﹤0.01% 1509
2025
Q3 		$5.47M Buy
16,203
+16,014
+8,473% +$5.02M 0.08% 211
2025
Q2 		$51K Buy
189
+16
+9% +$3.52K ﹤0.01% 1225
2025
Q1 		$34.6K Buy
173
+153
+765% +$38.1K ﹤0.01% 1093
2024
Q4 		$5.54K Buy
20
+7
+54% +$1.98K ﹤0.01% 1707
2024
Q3 		$3.29K Buy
13
+12
+1,200% +$2.86K ﹤0.01% 1882
2024
Q2 		$209 Buy
+1
New +$195 ﹤0.01% 2432
2022
Q4 		– Sell
-56
Closed -$5K – 1293
2022
Q3 		$5K Hold
56
– – ﹤0.01% 792
2022
Q2 		$5K Sell
56
-4
-7% -$426 ﹤0.01% 772
2022
Q1 		$7K Sell
60
-5
-8% -$615 ﹤0.01% 701
2021
Q4 		$9K Buy
65
+4
+7% +$583 ﹤0.01% 679
2021
Q3 		$8K Hold
61
– – ﹤0.01% 680
2021
Q2 		$9K Buy
+61
New +$8.53K ﹤0.01% 677

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

Arax Advisory Partners's EVR Position: Q2 2026 in Review

Arax Advisory Partners increased its Evercore (EVR) stake by 1,855% in Q2 2026, buying an estimated $6.66M and bringing the position to 20,526 shares worth $7.01M. The position accounts for 0.05% of the portfolio, ranked #388.

Arax Advisory Partners first reported a position in EVR in Q2 2021 and has held it in 15 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Arax Advisory Partners held 20,526 shares of Evercore worth $7.01M as of Q2 2026.
  • Arax Advisory Partners bought 19,476 Evercore shares in Q2 2026, an estimated $6.66M.
  • Evercore made up 0.05% of Arax Advisory Partners's portfolio in Q2 2026, its #388 holding.
  • Arax Advisory Partners first reported a position in Evercore in Q2 2021 and has held it in 15 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.