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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
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 $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

Callan Family Office's EVR Position: Q1 2026 in Review

Callan Family Office increased its Evercore (EVR) stake by 0.87% in Q1 2026, buying an estimated $4.26K and bringing the position to 1,510 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #802.

Callan Family Office first reported a position in EVR in Q4 2024 and has held it in 5 quarters since. The position peaked at $509K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Callan Family Office held 1,510 shares of Evercore worth $451K as of Q1 2026.
  • Callan Family Office bought 13 Evercore shares in Q1 2026, an estimated $4.26K.
  • Evercore made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #802 holding.
  • Callan Family Office first reported a position in Evercore in Q4 2024 and has held it in 5 quarters since.
  • Callan Family Office's Evercore position peaked at $509K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.