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Capital Advisors Ltd’s Evercore EVR Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
2
– – ﹤0.01% 1217
2026
Q1 		$1K Hold
2
– – ﹤0.01% 1202
2025
Q4 		$1K Hold
2
– – ﹤0.01% 1180
2025
Q3 		$1K Hold
2
– – ﹤0.01% 1182
2025
Q2 		$1K Buy
+2
New +$440 ﹤0.01% 1180
2022
Q4 		– Sell
-14
Closed -$1K – 1331
2022
Q3 		$1K Buy
14
+8
+133% +$757 ﹤0.01% 1007
2022
Q2 		$1K Buy
+6
New +$639 ﹤0.01% 776

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

Capital Advisors Ltd's EVR Position: Q2 2026 in Review

Capital Advisors Ltd held its Evercore (EVR) position steady in Q2 2026 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Capital Advisors Ltd first reported a position in EVR in Q2 2022 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Capital Advisors Ltd held 2 shares of Evercore worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1217 holding.
  • Capital Advisors Ltd first reported a position in Evercore in Q2 2022 and has held it in 7 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.