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Baker Avenue Asset Management’s Evercore EVR Stock Holding History

Baker Avenue Asset 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 		$649K Buy
1,900
+257
+16% +$87.9K 0.01% 418
2026
Q1 		$490K Buy
+1,643
New +$538K 0.01% 430
2025
Q4 		– Sell
-646
Closed -$218K – 645
2025
Q3 		$218K Buy
+646
New +$202K 0.01% 568

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

Baker Avenue Asset Management's EVR Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Evercore (EVR) stake by 16% in Q2 2026, buying an estimated $87.9K and bringing the position to 1,900 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #418.

Baker Avenue Asset Management first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Baker Avenue Asset Management held 1,900 shares of Evercore worth $649K as of Q2 2026.
  • Baker Avenue Asset Management bought 257 Evercore shares in Q2 2026, an estimated $87.9K.
  • Evercore made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #418 holding.
  • Baker Avenue Asset Management first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.