Arrowstreet Capital
EVR icon

Arrowstreet Capital’s Evercore EVR Stock Holding History

Arrowstreet Capital’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 		$119M Buy
347,147
+114,576
+49% +$39.2M 0.05% 314
2026
Q1 		$69.4M Buy
+232,571
New +$76.2M 0.04% 403
2025
Q4 		– Sell
-21,931
Closed -$7.4M – 1890
2025
Q3 		$7.4M Buy
21,931
+18,027
+462% +$5.65M ﹤0.01% 1047
2025
Q2 		$1.05M Buy
+3,904
New +$859K ﹤0.01% 1597
2025
Q1 		– Sell
-62,797
Closed -$17.4M – 1865
2024
Q4 		$17.4M Buy
62,797
+49,877
+386% +$14.1M 0.01% 654
2024
Q3 		$3.27M Buy
+12,920
New +$3.08M ﹤0.01% 1097
2024
Q2 		– Sell
-21,204
Closed -$4.08M – 1592
2024
Q1 		$4.08M Buy
+21,204
New +$3.84M ﹤0.01% 952
2022
Q3 		– Sell
-23,065
Closed -$2.16M – 1325
2022
Q2 		$2.16M Buy
+23,065
New +$2.46M ﹤0.01% 762
2021
Q4 		– Sell
-42,300
Closed -$5.65M – 1517
2021
Q3 		$5.65M Sell
42,300
-900
-2% -$122K 0.01% 915
2021
Q2 		$6.08M Buy
+43,200
New +$6.04M 0.01% 1003
2020
Q4 		– Sell
-20,200
Closed -$1.32M – 2351
2020
Q3 		$1.32M Buy
+20,200
New +$1.23M ﹤0.01% 1729
2020
Q2 		– Sell
-8,156
Closed -$376K – 2349
2020
Q1 		$376K Sell
8,156
-70,338
-90% -$4.71M ﹤0.01% 1586
2019
Q4 		$5.87M Buy
78,494
+58,135
+286% +$4.43M 0.01% 813
2019
Q3 		$1.63M Buy
+20,359
New +$1.69M ﹤0.01% 1037
2014
Q4 		– Sell
-94,213
Closed -$4.43M – 1257
2014
Q3 		$4.43M Buy
+94,213
New +$4.88M 0.02% 419

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

Arrowstreet Capital's EVR Position: Q2 2026 in Review

Arrowstreet Capital increased its Evercore (EVR) stake by 49% in Q2 2026, buying an estimated $39.2M and bringing the position to 347,147 shares worth $119M. The position accounts for 0.05% of the portfolio, ranked #314.

Arrowstreet Capital first reported a position in EVR in Q3 2014 and has held it in 15 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Arrowstreet Capital held 347,147 shares of Evercore worth $119M as of Q2 2026.
  • Arrowstreet Capital bought 114,576 Evercore shares in Q2 2026, an estimated $39.2M.
  • Evercore made up 0.05% of Arrowstreet Capital's portfolio in Q2 2026, its #314 holding.
  • Arrowstreet Capital first reported a position in Evercore in Q3 2014 and has held it in 15 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Arrowstreet Capital's 13F filing for Q2 2026, filed 13 Aug 2026.