Calamos Advisors’s Evercore EVR Stock Holding History

Calamos 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	$956K	Buy	2,799 +846	+43%	+$289K	﹤0.01%	759
2026 Q1	$583K	Buy	+1,953	New	+$639K	﹤0.01%	886
2025 Q1	–	Sell	-3,285	Closed	-$911K	–	929
2024 Q4	$911K	Hold	3,285	–	–	﹤0.01%	682
2024 Q3	$832K	Buy	+3,285	New	+$782K	﹤0.01%	686
2018 Q4	–	Sell	-4,190	Closed	-$421K	–	683
2018 Q3	$421K	Buy	+4,190	New	+$452K	﹤0.01%	604
2018 Q2	–	Sell	-251,453	Closed	-$21.9M	–	611
2018 Q1	$21.9M	Sell	251,453 -76,235	-23%	-$7.18M	0.14%	204
2017 Q4	$29.5M	Buy	+327,688	New	+$27.3M	0.15%	148
2016 Q3	–	Sell	-541,929	Closed	-$23.9M	–	612
2016 Q2	$23.9M	Sell	541,929 -203,254	-27%	-$10.1M	0.17%	182
2016 Q1	$38.6M	Buy	745,183 +4,713	+0.6%	+$225K	0.26%	131
2015 Q4	$40M	Buy	740,470 +61,717	+9%	+$3.33M	0.25%	123
2015 Q3	$34.1M	Sell	678,753 -3,842	-0.6%	-$210K	0.24%	137
2015 Q2	$36.8M	Buy	682,595 +144,831	+27%	+$7.39M	0.23%	138
2015 Q1	$27.8M	Buy	537,764 +525,364	+4,237%	+$26.7M	0.17%	167
2014 Q4	$649K	Hold	12,400	–	–	﹤0.01%	580
2014 Q3	$583K	Hold	12,400	–	–	﹤0.01%	570
2014 Q2	$715K	Hold	12,400	–	–	﹤0.01%	560
2014 Q1	$685K	Buy	+12,400	New	+$709K	﹤0.01%	558

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Calamos Advisors's EVR Position: Q2 2026 in Review

Calamos Advisors increased its Evercore (EVR) stake by 43% in Q2 2026, buying an estimated $289K and bringing the position to 2,799 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Calamos Advisors first reported a position in EVR in Q1 2014 and has held it in 17 quarters since. The position peaked at $40M in Q4 2015. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Calamos Advisors held 2,799 shares of Evercore worth $956K as of Q2 2026.
Calamos Advisors bought 846 Evercore shares in Q2 2026, an estimated $289K.
Evercore made up ﹤0.01% of Calamos Advisors's portfolio in Q2 2026, its #759 holding.
Calamos Advisors first reported a position in Evercore in Q1 2014 and has held it in 17 quarters since.
Calamos Advisors's Evercore position peaked at $40M in Q4 2015.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.