Citadel Advisors
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Citadel Advisors’s Evercore EVR Stock Holding History

Citadel 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
Q1 		$23.2M Buy
77,600
+66,000
+569% +$21.6M ﹤0.01% 2155
2025
Q4 		$3.95M Sell
11,600
-18,300
-61% -$5.88M ﹤0.01% 4681
2025
Q3 		$10.1M Sell
29,900
-44,300
-60% -$13.9M ﹤0.01% 3258
2025
Q2 		$20M Buy
74,200
+43,500
+142% +$9.57M ﹤0.01% 2131
2025
Q1 		$6.13M Buy
30,700
+20,200
+192% +$5.03M ﹤0.01% 3558
2024
Q4 		$2.91M Buy
10,500
+4,300
+69% +$1.22M ﹤0.01% 4888
2024
Q3 		$1.57M Sell
6,200
-4,600
-43% -$1.09M ﹤0.01% 5968
2024
Q2 		$2.25M Sell
10,800
-11,700
-52% -$2.28M ﹤0.01% 5094
2024
Q1 		$4.33M Buy
22,500
+3,100
+16% +$561K ﹤0.01% 4165
2023
Q4 		$3.32M Buy
19,400
+4,600
+31% +$666K ﹤0.01% 4484
2023
Q3 		$2.04M Sell
14,800
-3,700
-20% -$502K ﹤0.01% 5160
2023
Q2 		$2.29M Buy
18,500
+1,400
+8% +$161K ﹤0.01% 4929
2023
Q1 		$1.97M Buy
17,100
+6,100
+55% +$758K ﹤0.01% 5400
2022
Q4 		$1.2M Buy
11,000
+5,100
+86% +$532K ﹤0.01% 6461
2022
Q3 		$485K Sell
5,900
-400
-6% -$37.8K ﹤0.01% 8518
2022
Q2 		$590K Sell
6,300
-2,000
-24% -$213K ﹤0.01% 8270
2022
Q1 		$924K Sell
8,300
-2,900
-26% -$357K ﹤0.01% 7892
2021
Q4 		$1.52M Sell
11,200
-22,700
-67% -$3.31M ﹤0.01% 6856
2021
Q3 		$4.53M Sell
33,900
-20,600
-38% -$2.8M ﹤0.01% 4496
2021
Q2 		$7.67M Buy
54,500
+45,100
+480% +$6.3M ﹤0.01% 3571
2021
Q1 		$1.24M Sell
9,400
-2,600
-22% -$317K ﹤0.01% 7568
2020
Q4 		$1.32M Buy
12,000
+2,900
+32% +$258K ﹤0.01% 6207
2020
Q3 		$596K Sell
9,100
-5,400
-37% -$328K ﹤0.01% 6972
2020
Q2 		$854K Buy
14,500
+7,400
+104% +$402K ﹤0.01% 6119
2020
Q1 		$327K Buy
7,100
+3,300
+87% +$221K ﹤0.01% 7177
2019
Q4 		$284K Sell
3,800
-1,300
-25% -$99.1K ﹤0.01% 7667
2019
Q3 		$409K Sell
5,100
-2,600
-34% -$215K ﹤0.01% 7090
2019
Q2 		$682K Sell
7,700
-1,100
-13% -$97.9K ﹤0.01% 6318
2019
Q1 		$801K Sell
8,800
-4,800
-35% -$422K ﹤0.01% 5990
2018
Q4 		$973K Buy
13,600
+3,900
+40% +$320K ﹤0.01% 5353
2018
Q3 		$975K Buy
9,700
+2,300
+31% +$248K ﹤0.01% 5592
2018
Q2 		$780K Buy
7,400
+900
+14% +$92.8K ﹤0.01% 5634
2018
Q1 		$567K Buy
6,500
+2,500
+63% +$235K ﹤0.01% 5685
2017
Q4 		$360K Sell
4,000
-600
-13% -$50K ﹤0.01% 6151
2017
Q3 		$369K Buy
4,600
+1,600
+53% +$120K ﹤0.01% 5751
2017
Q2 		$212K Sell
3,000
-400
-12% -$29.1K ﹤0.01% 6485
2017
Q1 		$265K Buy
+3,400
New +$264K ﹤0.01% 6068

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors's EVR Position: Q1 2026 in Review

Citadel Advisors reduced its Evercore (EVR) stake by 25% in Q1 2026, selling an estimated $7.23M and leaving 66,075 shares worth $19.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Citadel Advisors first reported a position in EVR in Q2 2013 and has held it in 46 quarters since. The position peaked at $102M in Q3 2019. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Citadel Advisors held 66,075 shares of Evercore worth $19.7M as of Q1 2026.
  • Citadel Advisors sold 22,067 Evercore shares in Q1 2026, an estimated $7.23M.
  • Evercore made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #2361 holding.
  • Citadel Advisors first reported a position in Evercore in Q2 2013 and has held it in 46 quarters since.
  • Citadel Advisors's Evercore position peaked at $102M in Q3 2019.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.