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Campbell & Co Investment Adviser’s Evercore EVR Stock Holding History

Campbell & Co Investment Adviser’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 		$414K Sell
1,213
-13,059
-92% -$4.47M 0.02% 825
2026
Q1 		$4.26M Buy
+14,272
New +$4.67M 0.24% 99
2025
Q2 		– Sell
-18,435
Closed -$3.68M – 1222
2025
Q1 		$3.68M Buy
18,435
+12,826
+229% +$3.2M 0.28% 69
2024
Q4 		$1.55M Sell
5,609
-1,480
-21% -$419K 0.12% 251
2024
Q3 		$1.8M Buy
+7,089
New +$1.69M 0.13% 221
2024
Q1 		– Sell
-5,017
Closed -$858K – 1178
2023
Q4 		$858K Buy
+5,017
New +$726K 0.08% 455
2022
Q3 		– Sell
-5,373
Closed -$503K – 763
2022
Q2 		$503K Sell
5,373
-472
-8% -$50.3K 0.14% 274
2022
Q1 		$651K Buy
5,845
+3,745
+178% +$461K 0.18% 179
2021
Q4 		$285K Buy
2,100
+250
+14% +$36.5K 0.1% 382
2021
Q3 		$247K Buy
+1,850
New +$251K 0.08% 443
2018
Q2 		– Sell
-2,641
Closed -$230K – 419
2018
Q1 		$230K Buy
+2,641
New +$249K 0.19% 258
2016
Q4 		– Sell
-4,889
Closed -$252K – 158
2016
Q3 		$252K Buy
+4,889
New +$246K 0.68% 62
2014
Q4 		– Sell
-30,356
Closed -$1.43M – 226
2014
Q3 		$1.43M Buy
+30,356
New +$1.57M 0.73% 48

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Campbell & Co Investment Adviser's EVR Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its Evercore (EVR) stake by 92% in Q2 2026, selling an estimated $4.47M and leaving 1,213 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #825.

Campbell & Co Investment Adviser first reported a position in EVR in Q3 2014 and has held it in 13 quarters since. The position peaked at $4.26M in Q1 2026. 354 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Campbell & Co Investment Adviser held 1,213 shares of Evercore worth $414K as of Q2 2026.
  • Campbell & Co Investment Adviser sold 13,059 Evercore shares in Q2 2026, an estimated $4.47M.
  • Evercore made up 0.02% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #825 holding.
  • Campbell & Co Investment Adviser first reported a position in Evercore in Q3 2014 and has held it in 13 quarters since.
  • Campbell & Co Investment Adviser's Evercore position peaked at $4.26M in Q1 2026.
  • 354 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.