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 Q3	$915K	Hold	3,555	–	–	0.32%	65
2026 Q2	$1.21M	Hold	3,555	–	–	0.42%	60
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 $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

Buckhead Capital Management's EVR Position: Q3 2026 in Review

Buckhead Capital Management held its Evercore (EVR) position steady in Q3 2026 at 3,555 shares worth $915K. The position accounts for 0.32% of the portfolio, ranked #65.

Buckhead Capital Management first reported a position in EVR in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.49M in Q3 2025. 530 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

Buckhead Capital Management held 3,555 shares of Evercore worth $915K as of Q3 2026.
Buckhead Capital Management left its Evercore share count unchanged in Q3 2026.
Evercore made up 0.32% of Buckhead Capital Management's portfolio in Q3 2026, its #65 holding.
Buckhead Capital Management first reported a position in Evercore in Q3 2020 and has held it in 25 quarters since.
Buckhead Capital Management's Evercore position peaked at $1.49M in Q3 2025.
530 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Buckhead Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.