Atom Investors’s Evercore EVR Stock Holding History

Atom Investors’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	$1.2M	Buy	+3,502	New	+$1.2M	0.11%	302
2024 Q1	–	Sell	-2,008	Closed	-$343K	–	604
2023 Q4	$343K	Buy	+2,008	New	+$291K	0.06%	341

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

Atom Investors's EVR Position: Q2 2026 in Review

Atom Investors opened a new position in Evercore (EVR) in Q2 2026: 3,502 shares worth $1.2M. The stake represents 0.11% of the portfolio and ranks #302 among its holdings. This is a return to the name: Atom Investors previously reported a position in EVR as recently as Q4 2023.

Atom Investors first reported a position in EVR in Q4 2023 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Atom Investors held 3,502 shares of Evercore worth $1.2M as of Q2 2026.
Evercore was a new Atom Investors position in Q2 2026.
Evercore made up 0.11% of Atom Investors's portfolio in Q2 2026, its #302 holding.
Atom Investors first reported a position in Evercore in Q4 2023 and has held it in 2 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.