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Caerus Investment Advisors’s Evercore EVR Stock Holding History

Caerus Investment Advisors’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 		$308K Buy
+901
New +$308K 0.1% 201
2026
Q1 		– Sell
-731
Closed -$249K – 310
2025
Q4 		$249K Sell
731
-429
-37% -$138K 0.08% 265
2025
Q3 		$391K Buy
+1,160
New +$363K 0.16% 152

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Caerus Investment Advisors's EVR Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Evercore (EVR) in Q2 2026: 901 shares worth $308K. The stake represents 0.1% of the portfolio and ranks #201 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in EVR as recently as Q4 2025.

Caerus Investment Advisors first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $391K in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Caerus Investment Advisors held 901 shares of Evercore worth $308K as of Q2 2026.
  • Evercore was a new Caerus Investment Advisors position in Q2 2026.
  • Evercore made up 0.1% of Caerus Investment Advisors's portfolio in Q2 2026, its #201 holding.
  • Caerus Investment Advisors first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Evercore position peaked at $391K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.