B. Metzler seel. Sohn & Co’s Evercore EVR Stock Holding History

B. Metzler seel. Sohn & Co’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	$6.22M	Hold	18,222	–	–	0.05%	198
2026 Q1	$5.44M	Hold	18,222	–	–	0.05%	206
2025 Q4	$6.2M	Hold	18,222	–	–	0.05%	179
2025 Q3	$6.15M	Hold	18,222	–	–	0.05%	167
2025 Q2	$4.92M	Buy	18,222 +1,782	+11%	+$392K	0.05%	194
2025 Q1	$3.28M	Buy	16,440 +1,744	+12%	+$435K	0.03%	254
2024 Q4	$4.07M	Hold	14,696	–	–	0.04%	198
2024 Q3	$3.72M	Hold	14,696	–	–	0.04%	251
2024 Q2	$3.06M	Hold	14,696	–	–	0.03%	280
2024 Q1	$2.83M	Sell	14,696 -11,018	-43%	-$1.99M	0.03%	313
2023 Q4	$4.4M	Buy	25,714 +3,077	+14%	+$445K	0.06%	197
2023 Q3	$3.12M	Sell	22,637 -19,763	-47%	-$2.68M	0.05%	228
2023 Q2	$5.24M	Buy	42,400 +22,640	+115%	+$2.6M	0.07%	193
2023 Q1	$2.28M	Buy	+19,760	New	+$2.46M	0.04%	271

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

B. Metzler seel. Sohn & Co's EVR Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co held its Evercore (EVR) position steady in Q2 2026 at 18,222 shares worth $6.22M. The position accounts for 0.05% of the portfolio, ranked #198.

B. Metzler seel. Sohn & Co first reported a position in EVR in Q1 2023 and has held it in 14 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

B. Metzler seel. Sohn & Co held 18,222 shares of Evercore worth $6.22M as of Q2 2026.
B. Metzler seel. Sohn & Co left its Evercore share count unchanged in Q2 2026.
Evercore made up 0.05% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #198 holding.
B. Metzler seel. Sohn & Co first reported a position in Evercore in Q1 2023 and has held it in 14 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.