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Basswood Capital Management’s Evercore EVR Stock Holding History

Basswood Capital 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
Q1 		– Sell
-69,797
Closed -$23.7M – 113
2025
Q4 		$23.7M Hold
69,797
– – 0.96% 33
2025
Q3 		$23.5M Sell
69,797
-26,850
-28% -$8.41M 0.96% 32
2025
Q2 		$26.1M Buy
96,647
+20,227
+26% +$4.45M 1.2% 27
2025
Q1 		$15.3M Hold
76,420
– – 0.86% 41
2024
Q4 		$21.2M Hold
76,420
– – 1.23% 31
2024
Q3 		$19.4M Hold
76,420
– – 1% 41
2024
Q2 		$15.9M Hold
76,420
– – 1.03% 42
2024
Q1 		$14.7M Sell
76,420
-9,387
-11% -$1.7M 0.86% 45
2023
Q4 		$14.7M Sell
85,807
-40,164
-32% -$5.81M 0.95% 40
2023
Q3 		$17.4M Sell
125,971
-21,705
-15% -$2.95M 1.32% 30
2023
Q2 		$18.3M Buy
147,676
+36,491
+33% +$4.2M 1.34% 30
2023
Q1 		$12.8M Sell
111,185
-42,863
-28% -$5.33M 0.89% 37
2022
Q4 		$16.8M Buy
154,048
+51,159
+50% +$5.34M 1.24% 25
2022
Q3 		$8.46M Buy
102,889
+62,189
+153% +$5.88M 0.62% 48
2022
Q2 		$3.81M Buy
+40,700
New +$4.34M 0.24% 79
2021
Q4 		– Sell
-97,016
Closed -$13M – 139
2021
Q3 		$13M Hold
97,016
– – 0.53% 52
2021
Q2 		$13.7M Hold
97,016
– – 0.57% 44
2021
Q1 		$12.8M Hold
97,016
– – 0.58% 42
2020
Q4 		$10.6M Sell
97,016
-187,573
-66% -$16.7M 0.66% 40
2020
Q3 		$18.6M Sell
284,589
-52,685
-16% -$3.2M 1.55% 24
2020
Q2 		$19.9M Buy
337,274
+164,673
+95% +$8.96M 1.91% 19
2020
Q1 		$7.95M Buy
172,601
+71,281
+70% +$4.77M 0.93% 32
2019
Q4 		$7.58M Buy
+101,320
New +$7.72M 0.53% 55

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

Basswood Capital Management's EVR Position: Q1 2026 in Review

Basswood Capital Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 69,797 shares — an estimated $23.7M sold.

Basswood Capital Management first reported a position in EVR in Q4 2019 and held it in 23 quarters. The position peaked at $26.1M in Q2 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Basswood Capital Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Basswood Capital Management sold 69,797 Evercore shares in Q1 2026, an estimated $23.7M.
  • Basswood Capital Management first reported a position in Evercore in Q4 2019 and held it in 23 quarters.
  • Basswood Capital Management's Evercore position peaked at $26.1M in Q2 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

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