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Chicago Partners Investment Group’s Evercore EVR Stock Holding History

Chicago Partners Investment Group’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 		$1.6M Buy
4,769
+599
+14% +$205K 0.03% 446
2026
Q1 		$1.47M Buy
4,170
+2,624
+170% +$859K 0.03% 414
2025
Q4 		$560K Buy
1,546
+98
+7% +$31.5K 0.01% 704
2025
Q3 		$466K Buy
1,448
+322
+29% +$101K 0.01% 743
2025
Q2 		$338K Buy
+1,126
New +$248K 0.01% 781

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

Chicago Partners Investment Group's EVR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Evercore (EVR) stake by 14% in Q2 2026, buying an estimated $205K and bringing the position to 4,769 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #446.

Chicago Partners Investment Group first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Chicago Partners Investment Group held 4,769 shares of Evercore worth $1.6M as of Q2 2026.
  • Chicago Partners Investment Group bought 599 Evercore shares in Q2 2026, an estimated $205K.
  • Evercore made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #446 holding.
  • Chicago Partners Investment Group first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.