BlackRock’s Evercore EVR Stock Holding History

BlackRock’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	$1.27B	Buy	3,715,623 +66,765	+2%	+$22.8M	0.02%	635
2026 Q1	$1.09B	Buy	3,648,858 +189,810	+5%	+$62.2M	0.02%	652
2025 Q4	$1.18B	Buy	3,459,048 +3,478	+0.1%	+$1.12M	0.02%	619
2025 Q3	$1.17B	Sell	3,455,570 -114,254	-3%	-$35.8M	0.02%	613
2025 Q2	$964M	Sell	3,569,824 -311	-0%	-$68.4K	0.02%	657
2025 Q1	$713M	Sell	3,570,135 -3,014	-0.1%	-$751K	0.02%	801
2024 Q4	$990M	Buy	3,573,149 +72,568	+2%	+$20.6M	0.02%	648
2024 Q3	$887M	Sell	3,500,581 -2,778	-0.1%	-$661K	0.02%	701
2024 Q2	$730M	Buy	3,503,359 +38,655	+1%	+$7.52M	0.02%	759
2024 Q1	$667M	Buy	3,464,704 +273,364	+9%	+$49.5M	0.02%	829
2023 Q4	$546M	Buy	3,191,340 +22,820	+0.7%	+$3.3M	0.01%	942
2023 Q3	$437M	Sell	3,168,520 -60,946	-2%	-$8.27M	0.01%	993
2023 Q2	$399M	Sell	3,229,466 -124,875	-4%	-$14.4M	0.01%	1099
2023 Q1	$387M	Sell	3,354,341 -99,189	-3%	-$12.3M	0.01%	1087
2022 Q4	$377M	Buy	3,453,530 +142,370	+4%	+$14.9M	0.01%	1078
2022 Q3	$272M	Sell	3,311,160 -272,265	-8%	-$25.7M	0.01%	1244
2022 Q2	$335M	Buy	3,583,425 +195,343	+6%	+$20.8M	0.01%	1138
2022 Q1	$377M	Sell	3,388,082 -46,915	-1%	-$5.77M	0.01%	1183
2021 Q4	$467M	Buy	3,434,997 +9,617	+0.3%	+$1.4M	0.01%	1082
2021 Q3	$458M	Sell	3,425,380 -154,345	-4%	-$21M	0.01%	1052
2021 Q2	$504M	Sell	3,579,725 -268,327	-7%	-$37.5M	0.01%	999
2021 Q1	$507M	Sell	3,848,052 -112,267	-3%	-$13.7M	0.01%	987
2020 Q4	$434M	Buy	3,960,319 +318,171	+9%	+$28.3M	0.01%	1001
2020 Q3	$238M	Sell	3,642,148 -149,724	-4%	-$9.09M	0.01%	1247
2020 Q2	$223M	Buy	3,791,872 +154,033	+4%	+$8.38M	0.01%	1284
2020 Q1	$168M	Sell	3,637,839 -385,108	-10%	-$25.8M	0.01%	1291
2019 Q4	$301M	Sell	4,022,947 -34,363	-0.8%	-$2.62M	0.01%	1179
2019 Q3	$325M	Sell	4,057,310 -10,432	-0.3%	-$864K	0.01%	1061
2019 Q2	$360M	Buy	4,067,742 +24,120	+0.6%	+$2.15M	0.02%	997
2019 Q1	$368M	Sell	4,043,622 -95,117	-2%	-$8.35M	0.02%	950
2018 Q4	$296M	Buy	4,138,739 +301,772	+8%	+$24.8M	0.02%	1011
2018 Q3	$386M	Buy	3,836,967 +76,115	+2%	+$8.2M	0.02%	955
2018 Q2	$397M	Sell	3,760,852 -721,181	-16%	-$74.4M	0.02%	906
2018 Q1	$391M	Sell	4,482,033 -1,227,341	-21%	-$116M	0.02%	869
2017 Q4	$514M	Sell	5,709,374 -251,434	-4%	-$21M	0.02%	677
2017 Q3	$478M	Sell	5,960,808 -660,754	-10%	-$49.7M	0.02%	696
2017 Q2	$467M	Buy	6,621,562 +222,311	+3%	+$16.2M	0.02%	685
2017 Q1	$499M	Buy	6,399,251 +6,383,523	+40,587%	+$496M	0.03%	649
2016 Q4	$1.08M	Buy	15,728 +2,015	+15%	+$124K	﹤0.01%	1467
2016 Q3	$706K	Buy	13,713 +10,546	+333%	+$530K	﹤0.01%	1619
2016 Q2	$140K	Buy	3,167 +737	+30%	+$36.7K	﹤0.01%	2313
2016 Q1	$126K	Buy	2,430 +951	+64%	+$45.4K	﹤0.01%	1888
2015 Q4	$81K	Buy	1,479 +668	+82%	+$36.1K	﹤0.01%	1839
2015 Q3	$41K	Sell	811 -119	-13%	-$6.52K	﹤0.01%	1990
2015 Q2	$51K	Sell	930 -40	-4%	-$2.04K	﹤0.01%	1970
2015 Q1	$50K	Sell	970 -12,214	-93%	-$621K	﹤0.01%	1948
2014 Q4	$690K	Sell	13,184 -3,888	-23%	-$195K	﹤0.01%	1277
2014 Q3	$802K	Buy	17,072 +16,102	+1,660%	+$834K	﹤0.01%	1259
2014 Q2	$56K	Sell	970 -19	-2%	-$1.04K	﹤0.01%	1887
2014 Q1	$55K	Hold	989	–	–	﹤0.01%	1876
2013 Q4	$59K	Sell	989 -31	-3%	-$1.65K	﹤0.01%	1878
2013 Q3	$50K	Buy	1,020 +39	+4%	+$1.79K	﹤0.01%	1841
2013 Q2	$39K	Buy	+981	New	+$38K	﹤0.01%	1963

Other funds holding EVR

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock's EVR Position: Q2 2026 in Review

BlackRock increased its Evercore (EVR) stake by 1.8% in Q2 2026, buying an estimated $22.8M and bringing the position to 3,715,623 shares worth $1.27B. The position accounts for 0.02% of the portfolio, ranked #635.

BlackRock first reported a position in EVR in Q2 2013 and has held it in 53 quarters since. 711 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

BlackRock held 3,715,623 shares of Evercore worth $1.27B as of Q2 2026.
BlackRock bought 66,765 Evercore shares in Q2 2026, an estimated $22.8M.
Evercore made up 0.02% of BlackRock's portfolio in Q2 2026, its #635 holding.
BlackRock first reported a position in Evercore in Q2 2013 and has held it in 53 quarters since.
711 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.