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Brinker Capital Investments’s Evercore EVR Stock Holding History

Brinker Capital Investments’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 		$3.32M Sell
11,135
-1,136
-9% -$372K 0.03% 518
2025
Q4 		$4.18M Sell
12,271
-354
-3% -$114K 0.03% 505
2025
Q3 		$4.26M Sell
12,625
-47
-0.4% -$14.7K 0.03% 486
2025
Q2 		$3.42M Buy
12,672
+1,269
+11% +$279K 0.03% 533
2025
Q1 		$2.28M Sell
11,403
-645
-5% -$161K 0.02% 643
2024
Q4 		$3.34M Buy
12,048
+196
+2% +$55.5K 0.03% 461
2024
Q3 		$3M Sell
11,852
-1,675
-12% -$399K 0.03% 506
2024
Q2 		$2.82M Sell
13,527
-2,426
-15% -$472K 0.03% 495
2024
Q1 		$3.07M Sell
15,953
-889
-5% -$161K 0.03% 467
2023
Q4 		$2.9M Sell
16,842
-1,319
-7% -$191K 0.03% 456
2023
Q3 		$2.5M Sell
18,161
-538
-3% -$73K 0.03% 518
2023
Q2 		$2.31M Sell
18,699
-838
-4% -$96.4K 0.02% 590
2023
Q1 		$2.25M Sell
19,537
-1,248
-6% -$155K 0.03% 540
2022
Q4 		$2.27M Sell
20,785
-175
-0.8% -$18.3K 0.05% 425
2022
Q3 		$1.72M Sell
20,960
-3,214
-13% -$304K 0.04% 508
2022
Q2 		$2.26M Buy
24,174
+4,536
+23% +$483K 0.04% 429
2022
Q1 		$2.19M Sell
19,638
-7,593
-28% -$934K 0.03% 497
2021
Q4 		$3.7M Buy
27,231
+5,044
+23% +$735K 0.05% 355
2021
Q3 		$3.12M Hold
22,187
– – 0.05% 400
2021
Q2 		$3.12M Buy
22,187
+16,752
+308% +$2.34M 0.04% 457
2021
Q1 		$716K Sell
5,435
-397
-7% -$48.5K 0.01% 798
2020
Q4 		$639K Buy
+5,832
New +$519K 0.01% 781

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

Brinker Capital Investments's EVR Position: Q1 2026 in Review

Brinker Capital Investments reduced its Evercore (EVR) stake by 9.3% in Q1 2026, selling an estimated $372K and leaving 11,135 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #518.

Brinker Capital Investments first reported a position in EVR in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.26M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Brinker Capital Investments held 11,135 shares of Evercore worth $3.32M as of Q1 2026.
  • Brinker Capital Investments sold 1,136 Evercore shares in Q1 2026, an estimated $372K.
  • Evercore made up 0.03% of Brinker Capital Investments's portfolio in Q1 2026, its #518 holding.
  • Brinker Capital Investments first reported a position in Evercore in Q4 2020 and has held it in 22 quarters since.
  • Brinker Capital Investments's Evercore position peaked at $4.26M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.