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Atria Investments’s Evercore EVR Stock Holding History

Atria Investments’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 		$375K Sell
1,099
-2,073
-65% -$709K ﹤0.01% 1696
2026
Q1 		$947K Buy
3,172
+26
+0.8% +$8.51K 0.01% 1084
2025
Q4 		$1.07M Buy
3,146
+21
+0.7% +$6.75K 0.01% 1024
2025
Q3 		$1.05M Buy
3,125
+1,696
+119% +$531K 0.01% 1028
2025
Q2 		$386K Sell
1,429
-7,064
-83% -$1.55M ﹤0.01% 1564
2025
Q1 		$1.7M Sell
8,493
-216
-2% -$53.8K 0.02% 773
2024
Q4 		$2.41M Sell
8,709
-121
-1% -$34.3K 0.03% 607
2024
Q3 		$2.24M Buy
8,830
+2,576
+41% +$613K 0.03% 624
2024
Q2 		$1.3M Sell
6,254
-151
-2% -$29.4K 0.02% 811
2024
Q1 		$1.23M Buy
+6,405
New +$1.16M 0.02% 860
2021
Q4 		– Sell
-7,930
Closed -$1.06M – 855
2021
Q3 		$1.06M Buy
+7,930
New +$1.08M 0.02% 762
2021
Q2 		– Sell
-8,491
Closed -$1.12M – 768
2021
Q1 		$1.12M Buy
+8,491
New +$1.04M 0.02% 666

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 $3.38T AUM 44.17% 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

Atria Investments's EVR Position: Q2 2026 in Review

Atria Investments reduced its Evercore (EVR) stake by 65% in Q2 2026, selling an estimated $709K and leaving 1,099 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Atria Investments first reported a position in EVR in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.41M in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Atria Investments held 1,099 shares of Evercore worth $375K as of Q2 2026.
  • Atria Investments sold 2,073 Evercore shares in Q2 2026, an estimated $709K.
  • Evercore made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1696 holding.
  • Atria Investments first reported a position in Evercore in Q1 2021 and has held it in 12 quarters since.
  • Atria Investments's Evercore position peaked at $2.41M in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.