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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
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 $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

Azora Capital LP's EVR Position: Q1 2026 in Review

Azora Capital LP sold out of Evercore (EVR) in Q1 2026, closing a stake of 118,110 shares — an estimated $40.2M sold.

Azora Capital LP first reported a position in EVR in Q2 2019 and held it in 8 quarters. The position peaked at $43.5M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Azora Capital LP reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Azora Capital LP sold 118,110 Evercore shares in Q1 2026, an estimated $40.2M.
  • Azora Capital LP first reported a position in Evercore in Q2 2019 and held it in 8 quarters.
  • Azora Capital LP's Evercore position peaked at $43.5M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Azora Capital LP's 13F filing for Q1 2026, filed 15 May 2026.