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Cambria Investment Management’s Evercore EVR Stock Holding History

Cambria Investment Management’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 		$213K Buy
+623
New +$213K 0.01% 719
2026
Q1 		– Sell
-1,222
Closed -$416K – 672
2025
Q4 		$416K Buy
1,222
+578
+90% +$186K 0.02% 439
2025
Q3 		$217K Buy
+644
New +$202K 0.01% 503

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

Cambria Investment Management's EVR Position: Q2 2026 in Review

Cambria Investment Management opened a new position in Evercore (EVR) in Q2 2026: 623 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Cambria Investment Management previously reported a position in EVR as recently as Q4 2025.

Cambria Investment Management first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $416K in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Cambria Investment Management held 623 shares of Evercore worth $213K as of Q2 2026.
  • Evercore was a new Cambria Investment Management position in Q2 2026.
  • Evercore made up 0.01% of Cambria Investment Management's portfolio in Q2 2026, its #719 holding.
  • Cambria Investment Management first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • Cambria Investment Management's Evercore position peaked at $416K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.