AC
EVR icon

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
Q2 		$373K Sell
1,093
-6,433
-85% -$2.2M 0.04% 563
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 $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

AXQ Capital's EVR Position: Q2 2026 in Review

AXQ Capital reduced its Evercore (EVR) stake by 85% in Q2 2026, selling an estimated $2.2M and leaving 1,093 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #563.

AXQ Capital first reported a position in EVR in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.25M in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • AXQ Capital held 1,093 shares of Evercore worth $373K as of Q2 2026.
  • AXQ Capital sold 6,433 Evercore shares in Q2 2026, an estimated $2.2M.
  • Evercore made up 0.04% of AXQ Capital's portfolio in Q2 2026, its #563 holding.
  • AXQ Capital first reported a position in Evercore in Q3 2024 and has held it in 4 quarters since.
  • AXQ Capital's Evercore position peaked at $2.25M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.