Buckhead Capital Management’s Evercore EVR Stock Holding History

Buckhead Capital Management’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	$1.06M	Hold	3,555	–	–	0.4%	62
2025 Q4	$1.21M	Sell	3,555 -852	-19%	-$274K	0.43%	55
2025 Q3	$1.49M	Hold	4,407	–	–	0.54%	53
2025 Q2	$1.19M	Hold	4,407	–	–	0.46%	58
2025 Q1	$880K	Hold	4,407	–	–	0.28%	70
2024 Q4	$1.22M	Sell	4,407 -140	-3%	-$39.7K	0.39%	62
2024 Q3	$1.15M	Hold	4,547	–	–	0.36%	61
2024 Q2	$948K	Hold	4,547	–	–	0.32%	64
2024 Q1	$876K	Buy	4,547 +10	+0.2%	+$1.81K	0.3%	66
2023 Q4	$776K	Hold	4,537	–	–	0.29%	69
2023 Q3	$626K	Hold	4,537	–	–	0.26%	70
2023 Q2	$561K	Hold	4,537	–	–	0.13%	92
2023 Q1	$523K	Hold	4,537	–	–	0.12%	95
2022 Q4	$495K	Hold	4,537	–	–	0.12%	94
2022 Q3	$373K	Buy	4,537 +450	+11%	+$42.6K	0.1%	105
2022 Q2	$383K	Buy	4,087 +55	+1%	+$5.86K	0.09%	106
2022 Q1	$449K	Buy	4,032 +402	+11%	+$49.5K	0.1%	107
2021 Q4	$493K	Hold	3,630	–	–	0.1%	105
2021 Q3	$485K	Buy	3,630 +10	+0.3%	+$1.36K	0.11%	105
2021 Q2	$510K	Buy	3,620 +160	+5%	+$22.4K	0.11%	102
2021 Q1	$456K	Buy	3,460 +305	+10%	+$37.2K	0.11%	106
2020 Q4	$346K	Hold	3,155	–	–	0.09%	110
2020 Q3	$207K	Buy	+3,155	New	+$191K	0.06%	123

Other funds holding EVR

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckhead Capital Management's EVR Position: Q1 2026 in Review

Buckhead Capital Management held its Evercore (EVR) position steady in Q1 2026 at 3,555 shares worth $1.06M. The position accounts for 0.4% of the portfolio, ranked #62.

Buckhead Capital Management first reported a position in EVR in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Buckhead Capital Management held 3,555 shares of Evercore worth $1.06M as of Q1 2026.
Buckhead Capital Management left its Evercore share count unchanged in Q1 2026.
Evercore made up 0.4% of Buckhead Capital Management's portfolio in Q1 2026, its #62 holding.
Buckhead Capital Management first reported a position in Evercore in Q3 2020 and has held it in 23 quarters since.
Buckhead Capital Management's Evercore position peaked at $1.49M in Q3 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.