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AXQ Capital’s Evercore EVR Stock Holding History

AXQ 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
Q1 		$2.25M Buy
+7,526
New +$2.46M 0.29% 88
2025
Q1 		– Sell
-1,019
Closed -$282K – 546
2024
Q4 		$282K Buy
1,019
+138
+16% +$39.1K 0.13% 266
2024
Q3 		$223K Buy
+881
New +$210K 0.07% 372

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

AXQ Capital's EVR Position: Q1 2026 in Review

AXQ Capital opened a new position in Evercore (EVR) in Q1 2026: 7,526 shares worth $2.25M. The stake represents 0.29% of the portfolio and ranks #88 among its holdings. This is a return to the name: AXQ Capital previously reported a position in EVR as recently as Q4 2024.

AXQ Capital first reported a position in EVR in Q3 2024 and has held it in 3 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • AXQ Capital held 7,526 shares of Evercore worth $2.25M as of Q1 2026.
  • Evercore was a new AXQ Capital position in Q1 2026.
  • Evercore made up 0.29% of AXQ Capital's portfolio in Q1 2026, its #88 holding.
  • AXQ Capital first reported a position in Evercore in Q3 2024 and has held it in 3 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.