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Concurrent Investment Advisors’s Evercore EVR Stock Holding History

Concurrent Investment 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 		$225K Sell
658
-61
-8% -$20.9K ﹤0.01% 1874
2026
Q1 		$215K Buy
+719
New +$235K ﹤0.01% 1713
2024
Q2 		– Sell
-2,800
Closed -$539K – 1016
2024
Q1 		$539K Buy
+2,800
New +$507K 0.02% 529

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

Concurrent Investment Advisors's EVR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Evercore (EVR) stake by 8.5% in Q2 2026, selling an estimated $20.9K and leaving 658 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Concurrent Investment Advisors first reported a position in EVR in Q1 2024 and has held it in 3 quarters since. The position peaked at $539K in Q1 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Concurrent Investment Advisors held 658 shares of Evercore worth $225K as of Q2 2026.
  • Concurrent Investment Advisors sold 61 Evercore shares in Q2 2026, an estimated $20.9K.
  • Evercore made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1874 holding.
  • Concurrent Investment Advisors first reported a position in Evercore in Q1 2024 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Evercore position peaked at $539K in Q1 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.