Catalyst Capital Advisors’s Evercore EVR Stock Holding History

Catalyst Capital 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	$1.64M	Sell	4,800 -225	-4%	-$77K	0.03%	122
2026 Q1	$1.5M	Hold	5,025	–	–	0.03%	124
2025 Q4	$1.71M	Sell	5,025 -75	-1%	-$24.1K	0.04%	120
2025 Q3	$1.72M	Buy	+5,100	New	+$1.6M	0.03%	122
2025 Q1	–	Sell	-12,850	Closed	-$3.56M	–	472
2024 Q4	$3.56M	Buy	12,850 +250	+2%	+$70.8K	0.08%	86
2024 Q3	$3.19M	Sell	12,600 -400	-3%	-$95.2K	0.07%	89
2024 Q2	$2.71M	Sell	13,000 -50	-0.4%	-$9.73K	0.06%	100
2024 Q1	$2.51M	Sell	13,050 -225	-2%	-$40.7K	0.06%	106
2023 Q4	$2.27M	Buy	+13,275	New	+$1.92M	0.06%	107

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Catalyst Capital Advisors reduced its Evercore (EVR) stake by 4.5% in Q2 2026, selling an estimated $77K and leaving 4,800 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #122.

Catalyst Capital Advisors first reported a position in EVR in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.56M in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Catalyst Capital Advisors held 4,800 shares of Evercore worth $1.64M as of Q2 2026.
Catalyst Capital Advisors sold 225 Evercore shares in Q2 2026, an estimated $77K.
Evercore made up 0.03% of Catalyst Capital Advisors's portfolio in Q2 2026, its #122 holding.
Catalyst Capital Advisors first reported a position in Evercore in Q4 2023 and has held it in 9 quarters since.
Catalyst Capital Advisors's Evercore position peaked at $3.56M in Q4 2024.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.