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Convergence Investment Partners’s Evercore EVR Stock Holding History

Convergence Investment Partners’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 		$6.03M Buy
+17,656
New +$6.04M 0.57% 53
2022
Q3 		– Sell
-2,474
Closed -$232K – 219
2022
Q2 		$232K Buy
2,474
+1
+0% +$107 0.14% 148
2022
Q1 		$275K Buy
2,473
+498
+25% +$61.3K 0.14% 144
2021
Q4 		$268K Buy
1,975
+127
+7% +$18.5K 0.14% 148
2021
Q3 		$247K Sell
1,848
-713
-28% -$96.9K 0.13% 166
2021
Q2 		$361K Sell
2,561
-475
-16% -$66.4K 0.16% 137
2021
Q1 		$400K Buy
+3,036
New +$371K 0.18% 118
2019
Q2 		– Sell
-19,042
Closed -$1.73M – 325
2019
Q1 		$1.73M Buy
+19,042
New +$1.67M 0.38% 99
2018
Q3 		– Sell
-9,230
Closed -$973K – 325
2018
Q2 		$973K Buy
+9,230
New +$952K 0.14% 199
2017
Q3 		– Sell
-65,834
Closed -$4.64M – 348
2017
Q2 		$4.64M Buy
+65,834
New +$4.79M 0.68% 16

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

Convergence Investment Partners's EVR Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in Evercore (EVR) in Q2 2026: 17,656 shares worth $6.03M. The stake represents 0.57% of the portfolio and ranks #53 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in EVR as recently as Q2 2022.

Convergence Investment Partners first reported a position in EVR in Q2 2017 and has held it in 10 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Convergence Investment Partners held 17,656 shares of Evercore worth $6.03M as of Q2 2026.
  • Evercore was a new Convergence Investment Partners position in Q2 2026.
  • Evercore made up 0.57% of Convergence Investment Partners's portfolio in Q2 2026, its #53 holding.
  • Convergence Investment Partners first reported a position in Evercore in Q2 2017 and has held it in 10 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.