CJ
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Caitlin John’s Evercore EVR Stock Holding History

Caitlin John’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 		$341 Hold
1
– – ﹤0.01% 959
2026
Q1 		$299 Hold
1
– – ﹤0.01% 883
2025
Q4 		$340 Sell
1
-14
-93% -$4.5K ﹤0.01% 875
2025
Q3 		$5.06K Buy
+15
New +$4.7K ﹤0.01% 589
2025
Q2 		– Sell
-2,759
Closed -$551K – 145
2025
Q1 		$551K Sell
2,759
-3,937
-59% -$981K 0.54% 51
2024
Q4 		$1.86M Buy
6,696
+204
+3% +$57.8K 1.23% 24
2024
Q3 		$1.96M Sell
6,492
-1,090
-14% -$259K 1.22% 22
2024
Q2 		$1.58M Sell
7,582
-1,874
-20% -$365K 1.14% 17
2024
Q1 		$1.82M Buy
9,456
+201
+2% +$36.4K 1.36% 9
2023
Q4 		$1.58M Buy
+9,255
New +$1.34M 1.29% 13

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

Caitlin John's EVR Position: Q2 2026 in Review

Caitlin John held its Evercore (EVR) position steady in Q2 2026 at 1 share worth $341. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Caitlin John first reported a position in EVR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.96M in Q3 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Caitlin John held 1 share of Evercore worth $341 as of Q2 2026.
  • Caitlin John left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #959 holding.
  • Caitlin John first reported a position in Evercore in Q4 2023 and has held it in 10 quarters since.
  • Caitlin John's Evercore position peaked at $1.96M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.