Braun Stacey Associates’s Evercore EVR Stock Holding History

Braun Stacey Associates’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 Q3	$24.7M	Sell	95,937 -11,941	-11%	-$3.63M	0.71%	55
2026 Q2	$36.8M	Sell	107,878 -90	-0.1%	-$30.8K	1.04%	30
2026 Q1	$32.2M	Sell	107,968 -2,423	-2%	-$793K	1.07%	28
2025 Q4	$37.6M	Buy	110,391 +1,408	+1%	+$453K	1.22%	19
2025 Q3	$36.8M	Buy	108,983 +4,560	+4%	+$1.43M	1.2%	17
2025 Q2	$28.2M	Sell	104,423 -23,664	-18%	-$5.2M	1.02%	28
2025 Q1	$25.6M	Sell	128,087 -4,604	-3%	-$1.15M	1.05%	33
2024 Q4	$36.8M	Sell	132,691 -5,467	-4%	-$1.55M	1.37%	16
2024 Q3	$35M	Buy	138,158 +11,422	+9%	+$2.72M	1.33%	16
2024 Q2	$26.4M	Buy	126,736 +7,158	+6%	+$1.39M	1.02%	32
2024 Q1	$23M	Buy	+119,578	New	+$21.6M	0.91%	47
2014 Q2	–	Sell	-4,950	Closed	-$273K	–	164
2014 Q1	$273K	Buy	+4,950	New	+$283K	0.02%	131

Other funds holding EVR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Braun Stacey Associates's EVR Position: Q3 2026 in Review

Braun Stacey Associates reduced its Evercore (EVR) stake by 11% in Q3 2026, selling an estimated $3.63M and leaving 95,937 shares worth $24.7M. The position accounts for 0.71% of the portfolio, ranked #55.

Braun Stacey Associates first reported a position in EVR in Q1 2014 and has held it in 12 quarters since. The position peaked at $37.6M in Q4 2025. 530 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

Braun Stacey Associates held 95,937 shares of Evercore worth $24.7M as of Q3 2026.
Braun Stacey Associates sold 11,941 Evercore shares in Q3 2026, an estimated $3.63M.
Evercore made up 0.71% of Braun Stacey Associates's portfolio in Q3 2026, its #55 holding.
Braun Stacey Associates first reported a position in Evercore in Q1 2014 and has held it in 12 quarters since.
Braun Stacey Associates's Evercore position peaked at $37.6M in Q4 2025.
530 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Braun Stacey Associates's 13F filing for Q3 2026, filed 19 Oct 2026.