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Azimuth Capital Investment Management’s Evercore EVR Stock Holding History

Azimuth Capital Investment Management’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 		$309K Buy
905
+15
+2% +$5.13K 0.01% 274
2026
Q1 		$266K Buy
890
+90
+11% +$29.5K 0.01% 280
2025
Q4 		$272K Buy
800
+100
+14% +$32.1K 0.01% 279
2025
Q3 		$236K Buy
+700
New +$219K 0.01% 279

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

Azimuth Capital Investment Management's EVR Position: Q2 2026 in Review

Azimuth Capital Investment Management increased its Evercore (EVR) stake by 1.7% in Q2 2026, buying an estimated $5.13K and bringing the position to 905 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #274.

Azimuth Capital Investment Management first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Azimuth Capital Investment Management held 905 shares of Evercore worth $309K as of Q2 2026.
  • Azimuth Capital Investment Management bought 15 Evercore shares in Q2 2026, an estimated $5.13K.
  • Evercore made up 0.01% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #274 holding.
  • Azimuth Capital Investment Management first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.