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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's EVR Position: Q1 2026 in Review

Atria Investments increased its Evercore (EVR) stake by 0.83% in Q1 2026, buying an estimated $8.51K and bringing the position to 3,172 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #1084.

Atria Investments first reported a position in EVR in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.41M in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Atria Investments held 3,172 shares of Evercore worth $947K as of Q1 2026.
  • Atria Investments bought 26 Evercore shares in Q1 2026, an estimated $8.51K.
  • Evercore made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1084 holding.
  • Atria Investments first reported a position in Evercore in Q1 2021 and has held it in 11 quarters since.
  • Atria Investments's Evercore position peaked at $2.41M in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.