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Boston Trust Walden’s Evercore EVR Stock Holding History

Boston Trust Walden’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 		$39.5M Buy
115,831
+54,515
+89% +$18.7M 0.3% 117
2026
Q1 		$18.3M Buy
+61,316
New +$20.1M 0.15% 186
2025
Q4 		– Sell
-35,729
Closed -$12.1M – 390
2025
Q3 		$12.1M Sell
35,729
-167,563
-82% -$52.5M 0.09% 197
2025
Q2 		$54.9M Buy
203,292
+39,263
+24% +$8.64M 0.39% 100
2025
Q1 		$32.8M Sell
164,029
-35,008
-18% -$8.72M 0.24% 156
2024
Q4 		$55.2M Sell
199,037
-32,156
-14% -$9.11M 0.39% 93
2024
Q3 		$58.6M Sell
231,193
-68,597
-23% -$16.3M 0.41% 95
2024
Q2 		$62.5M Sell
299,790
-208
-0.1% -$40.5K 0.46% 75
2024
Q1 		$57.8M Sell
299,998
-2,238
-0.7% -$405K 0.41% 93
2023
Q4 		$51.7M Buy
302,236
+2,188
+0.7% +$317K 0.39% 99
2023
Q3 		$41.4M Buy
300,048
+18,183
+6% +$2.47M 0.35% 105
2023
Q2 		$34.8M Buy
281,865
+8,241
+3% +$948K 0.29% 128
2023
Q1 		$31.6M Buy
273,624
+9,819
+4% +$1.22M 0.27% 135
2022
Q4 		$28.8M Sell
263,805
-2,505
-0.9% -$261K 0.25% 140
2022
Q3 		$21.9M Buy
266,310
+8,308
+3% +$786K 0.22% 160
2022
Q2 		$24.2M Buy
258,002
+4,391
+2% +$468K 0.23% 152
2022
Q1 		$28.2M Buy
253,611
+85,477
+51% +$10.5M 0.23% 149
2021
Q4 		$22.8M Buy
168,134
+37,817
+29% +$5.51M 0.18% 173
2021
Q3 		$17.4M Buy
+130,317
New +$17.7M 0.15% 178

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

Boston Trust Walden's EVR Position: Q2 2026 in Review

Boston Trust Walden increased its Evercore (EVR) stake by 89% in Q2 2026, buying an estimated $18.7M and bringing the position to 115,831 shares worth $39.5M. The position accounts for 0.3% of the portfolio, ranked #117.

Boston Trust Walden first reported a position in EVR in Q3 2021 and has held it in 19 quarters since. The position peaked at $62.5M in Q2 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Boston Trust Walden held 115,831 shares of Evercore worth $39.5M as of Q2 2026.
  • Boston Trust Walden bought 54,515 Evercore shares in Q2 2026, an estimated $18.7M.
  • Evercore made up 0.3% of Boston Trust Walden's portfolio in Q2 2026, its #117 holding.
  • Boston Trust Walden first reported a position in Evercore in Q3 2021 and has held it in 19 quarters since.
  • Boston Trust Walden's Evercore position peaked at $62.5M in Q2 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.