Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Evercore EVR Stock Holding History

Cambridge Investment Research 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 		$351K Sell
1,028
-80
-7% -$27.4K ﹤0.01% 3306
2026
Q1 		$331K Sell
1,108
-59
-5% -$19.3K ﹤0.01% 3191
2025
Q4 		$397K Sell
1,167
-177
-13% -$56.9K ﹤0.01% 2938
2025
Q3 		$453K Sell
1,344
-29
-2% -$9.09K ﹤0.01% 2763
2025
Q2 		$371K Sell
1,373
-787
-36% -$173K ﹤0.01% 2805
2025
Q1 		$431K Sell
2,160
-668
-24% -$166K ﹤0.01% 2571
2024
Q4 		$784K Buy
2,828
+1,018
+56% +$288K ﹤0.01% 2061
2024
Q3 		$459K Buy
1,810
+340
+23% +$80.9K ﹤0.01% 2478
2024
Q2 		$306K Sell
1,470
-93
-6% -$18.1K ﹤0.01% 2689
2024
Q1 		$301K Buy
1,563
+87
+6% +$15.7K ﹤0.01% 2699
2023
Q4 		$252K Sell
1,476
-3,880
-72% -$562K ﹤0.01% 2724
2023
Q3 		$738K Buy
5,356
+3,619
+208% +$491K ﹤0.01% 1773
2023
Q2 		$215K Buy
+1,737
New +$200K ﹤0.01% 2813
2022
Q1 		– Sell
-2,419
Closed -$329K – 3201
2021
Q4 		$329K Buy
2,419
+680
+39% +$99.2K ﹤0.01% 2441
2021
Q3 		$232K Sell
1,739
-54
-3% -$7.34K ﹤0.01% 2678
2021
Q2 		$252K Sell
1,793
-55
-3% -$7.69K ﹤0.01% 2605
2021
Q1 		$243K Buy
+1,848
New +$226K ﹤0.01% 2450
2017
Q2 		– Sell
-3,309
Closed -$258K – 1943
2017
Q1 		$258K Buy
+3,309
New +$257K ﹤0.01% 1476

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

Cambridge Investment Research Advisors's EVR Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Evercore (EVR) stake by 7.2% in Q2 2026, selling an estimated $27.4K and leaving 1,028 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #3306.

Cambridge Investment Research Advisors first reported a position in EVR in Q1 2017 and has held it in 18 quarters since. The position peaked at $784K in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,028 shares of Evercore worth $351K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 80 Evercore shares in Q2 2026, an estimated $27.4K.
  • Evercore made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3306 holding.
  • Cambridge Investment Research Advisors first reported a position in Evercore in Q1 2017 and has held it in 18 quarters since.
  • Cambridge Investment Research Advisors's Evercore position peaked at $784K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.