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Dana Investment Advisors’s Evercore EVR Stock Holding History

Dana 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 		$2.69M Buy
7,876
+1,069
+16% +$366K 0.07% 274
2026
Q1 		$2.03M Buy
6,807
+603
+10% +$197K 0.06% 308
2025
Q4 		$2.11M Sell
6,204
-298
-5% -$95.8K 0.06% 284
2025
Q3 		$2.19M Sell
6,502
-1,322
-17% -$414K 0.06% 279
2025
Q2 		$2.11M Sell
7,824
-457
-6% -$101K 0.07% 275
2025
Q1 		$1.65M Buy
8,281
+1,144
+16% +$285K 0.06% 304
2024
Q4 		$1.98M Sell
7,137
-1,061
-13% -$301K 0.07% 296
2024
Q3 		$2.08M Sell
8,198
-29
-0.4% -$6.9K 0.07% 289
2024
Q2 		$1.71M Buy
8,227
+17
+0.2% +$3.31K 0.06% 309
2024
Q1 		$1.58M Sell
8,210
-1,023
-11% -$185K 0.05% 322
2023
Q4 		$1.58M Sell
9,233
-263
-3% -$38.1K 0.08% 187
2023
Q3 		$1.31M Sell
9,496
-4,590
-33% -$623K 0.07% 202
2023
Q2 		$1.74M Sell
14,086
-289
-2% -$33.2K 0.09% 165
2023
Q1 		$1.66M Sell
14,375
-1,739
-11% -$216K 0.08% 168
2022
Q4 		$1.76M Buy
16,114
+1,657
+11% +$173K 0.09% 143
2022
Q3 		$1.19M Buy
14,457
+298
+2% +$28.2K 0.07% 194
2022
Q2 		$1.32M Buy
14,159
+9,263
+189% +$987K 0.07% 192
2022
Q1 		$545K Buy
+4,896
New +$602K 0.03% 263

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

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

Dana Investment Advisors increased its Evercore (EVR) stake by 16% in Q2 2026, buying an estimated $366K and bringing the position to 7,876 shares worth $2.69M. The position accounts for 0.07% of the portfolio, ranked #274.

Dana Investment Advisors first reported a position in EVR in Q1 2022 and has held it in 18 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Dana Investment Advisors held 7,876 shares of Evercore worth $2.69M as of Q2 2026.
  • Dana Investment Advisors bought 1,069 Evercore shares in Q2 2026, an estimated $366K.
  • Evercore made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #274 holding.
  • Dana Investment Advisors first reported a position in Evercore in Q1 2022 and has held it in 18 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.