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Castleark Management’s Evercore EVR Stock Holding History

Castleark 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 		$9.99M Sell
29,266
-1,150
-4% -$394K 0.27% 83
2026
Q1 		$9.08M Sell
30,416
-1,630
-5% -$534K 0.3% 69
2025
Q4 		$10.9M Buy
32,046
+960
+3% +$309K 0.32% 60
2025
Q3 		$10.5M Buy
31,086
+3,686
+13% +$1.16M 0.29% 61
2025
Q2 		$7.4M Sell
27,400
-12,620
-32% -$2.78M 0.22% 78
2025
Q1 		$7.99M Buy
40,020
+900
+2% +$224K 0.28% 57
2024
Q4 		$10.8M Sell
39,120
-5,760
-13% -$1.63M 0.38% 39
2024
Q3 		$11.4M Sell
44,880
-1,660
-4% -$395K 0.46% 38
2024
Q2 		$9.7M Sell
46,540
-390
-0.8% -$75.9K 0.4% 42
2024
Q1 		$9.04M Sell
46,930
-6,270
-12% -$1.13M 0.38% 51
2023
Q4 		$9.1M Buy
53,200
+4,940
+10% +$715K 0.4% 47
2023
Q3 		$6.65M Buy
+48,260
New +$6.55M 0.34% 55
2016
Q2 		– Sell
-192,956
Closed -$9.98M – 379
2016
Q1 		$9.98M Sell
192,956
-37,069
-16% -$1.77M 0.31% 82
2015
Q4 		$12.4M Buy
+230,025
New +$12.4M 0.37% 69

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

Castleark Management's EVR Position: Q2 2026 in Review

Castleark Management reduced its Evercore (EVR) stake by 3.8% in Q2 2026, selling an estimated $394K and leaving 29,266 shares worth $9.99M. The position accounts for 0.27% of the portfolio, ranked #83.

Castleark Management first reported a position in EVR in Q4 2015 and has held it in 14 quarters since. The position peaked at $12.4M in Q4 2015. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Castleark Management held 29,266 shares of Evercore worth $9.99M as of Q2 2026.
  • Castleark Management sold 1,150 Evercore shares in Q2 2026, an estimated $394K.
  • Evercore made up 0.27% of Castleark Management's portfolio in Q2 2026, its #83 holding.
  • Castleark Management first reported a position in Evercore in Q4 2015 and has held it in 14 quarters since.
  • Castleark Management's Evercore position peaked at $12.4M in Q4 2015.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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