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CoreCap Advisors’s Evercore EVR Stock Holding History

CoreCap 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 		$683 Sell
2
-47
-96% -$16.1K ﹤0.01% 2779
2026
Q1 		$14.7K Buy
49
+1
+2% +$327 ﹤0.01% 1796
2025
Q4 		$16.3K Sell
48
-1
-2% -$321 ﹤0.01% 1764
2025
Q3 		$16.5K Hold
49
– – ﹤0.01% 1742
2025
Q2 		$13.2K Sell
49
-49
-50% -$10.8K ﹤0.01% 1757
2025
Q1 		$19.6K Buy
98
+52
+113% +$13K ﹤0.01% 1541
2024
Q4 		$12.8K Buy
46
+33
+254% +$9.35K ﹤0.01% 1688
2024
Q3 		$3.29K Hold
13
– – ﹤0.01% 2077
2024
Q2 		$2.71K Buy
+13
New +$2.53K ﹤0.01% 1267

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

CoreCap Advisors's EVR Position: Q2 2026 in Review

CoreCap Advisors reduced its Evercore (EVR) stake by 96% in Q2 2026, selling an estimated $16.1K and leaving 2 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

CoreCap Advisors first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.6K in Q1 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • CoreCap Advisors held 2 shares of Evercore worth $683 as of Q2 2026.
  • CoreCap Advisors sold 47 Evercore shares in Q2 2026, an estimated $16.1K.
  • Evercore made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2779 holding.
  • CoreCap Advisors first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
  • CoreCap Advisors's Evercore position peaked at $19.6K in Q1 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.