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Callan Family Office’s Evercore EVR Stock Holding History

Callan Family Office’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 		$523K Buy
1,533
+23
+2% +$7.87K 0.01% 801
2026
Q1 		$451K Buy
1,510
+13
+0.9% +$4.26K 0.01% 802
2025
Q4 		$509K Buy
1,497
+38
+3% +$12.2K 0.01% 781
2025
Q3 		$492K Buy
1,459
+18
+1% +$5.64K 0.02% 539
2025
Q2 		$389K Buy
+1,441
New +$317K 0.01% 691
2025
Q1 		– Sell
-1,435
Closed -$398K – 583
2024
Q4 		$398K Buy
+1,435
New +$406K 0.03% 418

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 $3.38T AUM 44.17% 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

Callan Family Office's EVR Position: Q2 2026 in Review

Callan Family Office increased its Evercore (EVR) stake by 1.5% in Q2 2026, buying an estimated $7.87K and bringing the position to 1,533 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #801.

Callan Family Office first reported a position in EVR in Q4 2024 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Callan Family Office held 1,533 shares of Evercore worth $523K as of Q2 2026.
  • Callan Family Office bought 23 Evercore shares in Q2 2026, an estimated $7.87K.
  • Evercore made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #801 holding.
  • Callan Family Office first reported a position in Evercore in Q4 2024 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.