Calamos Advisors
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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
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Calamos Advisors's EVR Position: Q1 2026 in Review

Calamos Advisors opened a new position in Evercore (EVR) in Q1 2026: 1,953 shares worth $583K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Calamos Advisors previously reported a position in EVR as recently as Q4 2024.

Calamos Advisors first reported a position in EVR in Q1 2014 and has held it in 16 quarters since. The position peaked at $40M in Q4 2015. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Calamos Advisors held 1,953 shares of Evercore worth $583K as of Q1 2026.
  • Evercore was a new Calamos Advisors position in Q1 2026.
  • Evercore made up ﹤0.01% of Calamos Advisors's portfolio in Q1 2026, its #886 holding.
  • Calamos Advisors first reported a position in Evercore in Q1 2014 and has held it in 16 quarters since.
  • Calamos Advisors's Evercore position peaked at $40M in Q4 2015.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.