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 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 $6.73T AUM 46.02% 1-Year Est. Return

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

Braun Stacey Associates's EVR Position: Q2 2026 in Review

Braun Stacey Associates reduced its Evercore (EVR) stake by 0.08% in Q2 2026, selling an estimated $30.8K and leaving 107,878 shares worth $36.8M. The position accounts for 1.04% of the portfolio, ranked #30.

Braun Stacey Associates first reported a position in EVR in Q1 2014 and has held it in 11 quarters since. The position peaked at $37.6M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Braun Stacey Associates held 107,878 shares of Evercore worth $36.8M as of Q2 2026.
Braun Stacey Associates sold 90 Evercore shares in Q2 2026, an estimated $30.8K.
Evercore made up 1.04% of Braun Stacey Associates's portfolio in Q2 2026, its #30 holding.
Braun Stacey Associates first reported a position in Evercore in Q1 2014 and has held it in 11 quarters since.
Braun Stacey Associates's Evercore position peaked at $37.6M in Q4 2025.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.