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Caxton Associates (UK)’s Evercore EVR Stock Holding History

Caxton Associates (UK)’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 		$1.61M Buy
+4,728
New +$1.62M 0.03% 310
2025
Q4 		– Sell
-3,899
Closed -$1.32M – 821
2025
Q3 		$1.32M Buy
+3,899
New +$1.22M 0.03% 286
2025
Q2 		– Sell
-1,983
Closed -$396K – 753
2025
Q1 		$396K Buy
+1,983
New +$494K 0.01% 547

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 $3.38T AUM 44.17% 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

Caxton Associates (UK)'s EVR Position: Q2 2026 in Review

Caxton Associates (UK) opened a new position in Evercore (EVR) in Q2 2026: 4,728 shares worth $1.61M. The stake represents 0.03% of the portfolio and ranks #310 among its holdings. This is a return to the name: Caxton Associates (UK) previously reported a position in EVR as recently as Q3 2025.

Caxton Associates (UK) first reported a position in EVR in Q1 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Caxton Associates (UK) held 4,728 shares of Evercore worth $1.61M as of Q2 2026.
  • Evercore was a new Caxton Associates (UK) position in Q2 2026.
  • Evercore made up 0.03% of Caxton Associates (UK)'s portfolio in Q2 2026, its #310 holding.
  • Caxton Associates (UK) first reported a position in Evercore in Q1 2025 and has held it in 3 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Caxton Associates (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.