Covestor
EVR icon

Covestor’s Evercore EVR Stock Holding History

Covestor’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
Q3 		$51K Buy
196
+70
+56% +$21.3K 0.03% 724
2026
Q2 		$43K Sell
126
-9
-7% -$3.08K 0.02% 871
2026
Q1 		$41K Sell
135
-87
-39% -$28.5K 0.03% 812
2025
Q4 		$75K Sell
222
-9
-4% -$2.89K 0.04% 721
2025
Q3 		$78K Buy
231
+113
+96% +$35.4K 0.04% 700
2025
Q2 		$32K Buy
118
+67
+131% +$14.7K 0.02% 1068
2025
Q1 		$10K Hold
51
– – 0.01% 1484
2024
Q4 		$14K Sell
51
-40
-44% -$11.3K 0.01% 1343
2024
Q3 		$23K Buy
91
+17
+23% +$4.05K 0.01% 1157
2024
Q2 		$15K Sell
74
-2
-3% -$389 0.01% 1305
2024
Q1 		$15K Sell
76
-2
-3% -$362 0.01% 1313
2023
Q4 		$13K Sell
78
-79
-50% -$11.4K 0.01% 1382
2023
Q3 		$22K Sell
157
-144
-48% -$19.5K 0.02% 1076
2023
Q2 		$37K Sell
301
-215
-42% -$24.7K 0.03% 897
2023
Q1 		$60K Sell
516
-1,089
-68% -$135K 0.05% 636
2022
Q4 		$175K Buy
1,605
+74
+5% +$7.72K 0.14% 158
2022
Q3 		$126K Buy
1,531
+475
+45% +$44.9K 0.11% 243
2022
Q2 		$99K Sell
1,056
-256
-20% -$27.3K 0.08% 416
2022
Q1 		$146K Buy
1,312
+884
+207% +$109K 0.1% 285
2021
Q4 		$58K Buy
+428
New +$62.4K 0.08% 450

Other funds holding EVR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Covestor's EVR Position: Q3 2026 in Review

Covestor increased its Evercore (EVR) stake by 56% in Q3 2026, buying an estimated $21.3K and bringing the position to 196 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #724.

Covestor first reported a position in EVR in Q4 2021 and has held it in 20 quarters since. The position peaked at $175K in Q4 2022. 530 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Covestor held 196 shares of Evercore worth $51K as of Q3 2026.
  • Covestor bought 70 Evercore shares in Q3 2026, an estimated $21.3K.
  • Evercore made up 0.03% of Covestor's portfolio in Q3 2026, its #724 holding.
  • Covestor first reported a position in Evercore in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Evercore position peaked at $175K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.