Baird Financial Group
EVR icon

Baird Financial Group’s Evercore EVR Stock Holding History

Baird Financial Group’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 		$950K Hold
3,181
– – ﹤0.01% 1268
2025
Q4 		$1.08M Sell
3,181
-83
-3% -$26.7K ﹤0.01% 1227
2025
Q3 		$1.1M Sell
3,264
-402
-11% -$126K ﹤0.01% 1227
2025
Q2 		$990K Buy
3,666
+584
+19% +$128K ﹤0.01% 1214
2025
Q1 		$616K Buy
3,082
+879
+40% +$219K ﹤0.01% 1330
2024
Q4 		$611K Sell
2,203
-97
-4% -$27.5K ﹤0.01% 1324
2024
Q3 		$583K Hold
2,300
– – ﹤0.01% 1325
2024
Q2 		$479K Hold
2,300
– – ﹤0.01% 1406
2024
Q1 		$443K Buy
2,300
+14
+0.6% +$2.53K ﹤0.01% 1434
2023
Q4 		$391K Sell
2,286
-181
-7% -$26.2K ﹤0.01% 1439
2023
Q3 		$340K Buy
2,467
+116
+5% +$15.7K ﹤0.01% 1465
2023
Q2 		$291K Buy
2,351
+46
+2% +$5.29K ﹤0.01% 1515
2023
Q1 		$266K Sell
2,305
-143
-6% -$17.8K ﹤0.01% 1529
2022
Q4 		$267K Buy
+2,448
New +$256K ﹤0.01% 1497
2022
Q2 		– Sell
-8,648
Closed -$963K – 1793
2022
Q1 		$963K Buy
+8,648
New +$1.06M ﹤0.01% 1162

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

Baird Financial Group's EVR Position: Q1 2026 in Review

Baird Financial Group held its Evercore (EVR) position steady in Q1 2026 at 3,181 shares worth $950K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Baird Financial Group first reported a position in EVR in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Baird Financial Group held 3,181 shares of Evercore worth $950K as of Q1 2026.
  • Baird Financial Group left its Evercore share count unchanged in Q1 2026.
  • Evercore made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1268 holding.
  • Baird Financial Group first reported a position in Evercore in Q1 2022 and has held it in 15 quarters since.
  • Baird Financial Group's Evercore position peaked at $1.1M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.