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Azora Capital LP’s Evercore EVR Stock Holding History

Azora Capital LP’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 		$63.5M Buy
+186,028
New +$63.7M 2.68% 11
2026
Q1 		– Sell
-118,110
Closed -$40.2M – 50
2025
Q4 		$40.2M Sell
118,110
-10,844
-8% -$3.49M 2.53% 14
2025
Q3 		$43.5M Buy
+128,954
New +$40.4M 2.02% 17
2024
Q2 		– Sell
-170,278
Closed -$32.8M – 59
2024
Q1 		$32.8M Buy
+170,278
New +$30.8M 2.38% 15
2022
Q3 		– Sell
-30,529
Closed -$2.86M – 44
2022
Q2 		$2.86M Buy
+30,529
New +$3.25M 0.7% 26
2021
Q1 		– Sell
-52,842
Closed -$5.79M – 45
2020
Q4 		$5.79M Sell
52,842
-363,155
-87% -$32.3M 0.53% 41
2020
Q3 		$27.2M Buy
+415,997
New +$25.2M 3.43% 9
2019
Q4 		– Sell
-60,563
Closed -$4.85M – 45
2019
Q3 		$4.85M Sell
60,563
-345,387
-85% -$28.6M 1.07% 29
2019
Q2 		$36M Buy
+405,950
New +$36.1M 4.93% 7

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

Azora Capital LP's EVR Position: Q2 2026 in Review

Azora Capital LP opened a new position in Evercore (EVR) in Q2 2026: 186,028 shares worth $63.5M. The stake represents 2.68% of the portfolio and ranks #11 among its holdings. This is a return to the name: Azora Capital LP previously reported a position in EVR as recently as Q4 2025.

Azora Capital LP first reported a position in EVR in Q2 2019 and has held it in 9 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Azora Capital LP held 186,028 shares of Evercore worth $63.5M as of Q2 2026.
  • Evercore was a new Azora Capital LP position in Q2 2026.
  • Evercore made up 2.68% of Azora Capital LP's portfolio in Q2 2026, its #11 holding.
  • Azora Capital LP first reported a position in Evercore in Q2 2019 and has held it in 9 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Azora Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.