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Brooklyn Investment Group’s Evercore EVR Stock Holding History

Brooklyn Investment Group’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 		$684K Buy
2,291
+1,324
+137% +$434K 0.02% 803
2025
Q4 		$336K Buy
967
+191
+25% +$61.4K 0.02% 956
2025
Q3 		$209K Hold
776
– – 0.03% 577
2025
Q2 		$210K Buy
776
+34
+5% +$7.48K 0.03% 592
2025
Q1 		$148K Buy
742
+237
+47% +$59K 0.03% 413
2024
Q4 		$140K Buy
505
+2
+0.4% +$567 0.04% 301
2024
Q3 		$127K Buy
+503
New +$120K 0.04% 308

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brooklyn Investment Group's EVR Position: Q1 2026 in Review

Brooklyn Investment Group increased its Evercore (EVR) stake by 137% in Q1 2026, buying an estimated $434K and bringing the position to 2,291 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #803.

Brooklyn Investment Group first reported a position in EVR in Q3 2024 and has held it in 7 quarters since. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Brooklyn Investment Group held 2,291 shares of Evercore worth $684K as of Q1 2026.
  • Brooklyn Investment Group bought 1,324 Evercore shares in Q1 2026, an estimated $434K.
  • Evercore made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #803 holding.
  • Brooklyn Investment Group first reported a position in Evercore in Q3 2024 and has held it in 7 quarters since.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.