Citigroup
EVR icon

Citigroup’s Evercore EVR Stock Holding History

Citigroup’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 		$3.63M Buy
12,174
+2,775
+30% +$909K ﹤0.01% 2216
2025
Q4 		$3.2M Sell
9,399
-3,146
-25% -$1.01M ﹤0.01% 2337
2025
Q3 		$4.23M Sell
12,545
-4,199
-25% -$1.32M ﹤0.01% 2100
2025
Q2 		$4.52M Sell
16,744
-84,002
-83% -$18.5M ﹤0.01% 1979
2025
Q1 		$20.1M Buy
100,746
+83,704
+491% +$20.9M 0.01% 966
2024
Q4 		$4.72M Buy
17,042
+6,732
+65% +$1.91M ﹤0.01% 2024
2024
Q3 		$2.61M Buy
10,310
+3,937
+62% +$937K ﹤0.01% 2432
2024
Q2 		$1.33M Buy
6,373
+1,738
+37% +$338K ﹤0.01% 2686
2024
Q1 		$893K Buy
4,635
+874
+23% +$158K ﹤0.01% 3121
2023
Q4 		$643K Sell
3,761
-582
-13% -$84.3K ﹤0.01% 3211
2023
Q3 		$599K Sell
4,343
-4,631
-52% -$629K ﹤0.01% 2926
2023
Q2 		$1.11M Sell
8,974
-2,683
-23% -$309K ﹤0.01% 2771
2023
Q1 		$1.35M Sell
11,657
-3,175
-21% -$395K ﹤0.01% 2330
2022
Q4 		$1.62M Sell
14,832
-7,672
-34% -$801K ﹤0.01% 2206
2022
Q3 		$1.85M Sell
22,504
-942
-4% -$89.1K ﹤0.01% 2204
2022
Q2 		$2.19M Sell
23,446
-10,088
-30% -$1.07M ﹤0.01% 2037
2022
Q1 		$3.73M Sell
33,534
-6,962
-17% -$856K ﹤0.01% 1861
2021
Q4 		$5.5M Sell
40,496
-6,164
-13% -$899K ﹤0.01% 1756
2021
Q3 		$6.24M Sell
46,660
-27,107
-37% -$3.68M ﹤0.01% 1667
2021
Q2 		$10.4M Buy
73,767
+9,209
+14% +$1.29M 0.01% 1389
2021
Q1 		$8.51M Sell
64,558
-13,124
-17% -$1.6M 0.01% 1463
2020
Q4 		$8.52M Buy
77,682
+28,776
+59% +$2.56M 0.01% 1695
2020
Q3 		$3.2M Buy
48,906
+4,422
+10% +$268K ﹤0.01% 2248
2020
Q2 		$2.62M Sell
44,484
-9,182
-17% -$499K ﹤0.01% 2490
2020
Q1 		$2.47M Sell
53,666
-37,384
-41% -$2.5M ﹤0.01% 2285
2019
Q4 		$6.81M Sell
91,050
-1,430
-2% -$109K ﹤0.01% 1772
2019
Q3 		$7.41M Buy
92,480
+83,162
+892% +$6.89M 0.01% 1614
2019
Q2 		$825K Sell
9,318
-56,204
-86% -$5M ﹤0.01% 3872
2019
Q1 		$5.96M Buy
65,522
+53,604
+450% +$4.71M 0.01% 1644
2018
Q4 		$853K Sell
11,918
-4,265
-26% -$350K ﹤0.01% 3555
2018
Q3 		$1.63M Sell
16,183
-1,941
-11% -$209K ﹤0.01% 2950
2018
Q2 		$1.91M Sell
18,124
-61,640
-77% -$6.36M ﹤0.01% 2710
2018
Q1 		$6.96M Buy
79,764
+37,504
+89% +$3.53M 0.01% 1497
2017
Q4 		$3.8M Sell
42,260
-10,462
-20% -$873K ﹤0.01% 2099
2017
Q3 		$4.23M Buy
52,722
+9,084
+21% +$683K ﹤0.01% 1922
2017
Q2 		$3.08M Sell
43,638
-1,927
-4% -$140K ﹤0.01% 2135
2017
Q1 		$3.55M Sell
45,565
-89,948
-66% -$6.98M ﹤0.01% 1945
2016
Q4 		$9.31M Buy
135,513
+61,802
+84% +$3.8M 0.01% 1250
2016
Q3 		$3.8M Buy
73,711
+27,895
+61% +$1.4M ﹤0.01% 1919
2016
Q2 		$2.02M Buy
45,816
+6,284
+16% +$313K ﹤0.01% 2332
2016
Q1 		$2.05M Buy
39,532
+19,299
+95% +$922K ﹤0.01% 2457
2015
Q4 		$1.09M Buy
20,233
+854
+4% +$46.1K ﹤0.01% 3042
2015
Q3 		$974K Buy
19,379
+9,114
+89% +$499K ﹤0.01% 3107
2015
Q2 		$555K Buy
10,265
+2,646
+35% +$135K ﹤0.01% 3608
2015
Q1 		$394K Sell
7,619
-19,454
-72% -$989K ﹤0.01% 3961
2014
Q4 		$1.42M Buy
27,073
+12,136
+81% +$608K ﹤0.01% 2783
2014
Q3 		$702K Buy
14,937
+6,486
+77% +$336K ﹤0.01% 3275
2014
Q2 		$487K Sell
8,451
-8,432
-50% -$463K ﹤0.01% 3481
2014
Q1 		$934K Sell
16,883
-544
-3% -$31.1K ﹤0.01% 2932
2013
Q4 		$1.04M Buy
17,427
+10,562
+154% +$562K ﹤0.01% 3139
2013
Q3 		$338K Sell
6,865
-2,580
-27% -$119K ﹤0.01% 3753
2013
Q2 		$370K Buy
+9,445
New +$366K ﹤0.01% 3744

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

Citigroup's EVR Position: Q1 2026 in Review

Citigroup increased its Evercore (EVR) stake by 30% in Q1 2026, buying an estimated $909K and bringing the position to 12,174 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Citigroup first reported a position in EVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.1M in Q1 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Citigroup held 12,174 shares of Evercore worth $3.63M as of Q1 2026.
  • Citigroup bought 2,775 Evercore shares in Q1 2026, an estimated $909K.
  • Evercore made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2216 holding.
  • Citigroup first reported a position in Evercore in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Evercore position peaked at $20.1M in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.