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Denali Advisors’s Evercore EVR Stock Holding History

Denali 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
Q1 		$200K Buy
671
+2
+0.3% +$655 0.02% 305
2025
Q4 		$228K Sell
669
-6
-0.9% -$1.93K 0.03% 304
2025
Q3 		$228K Sell
675
-656
-49% -$206K 0.03% 287
2025
Q2 		$359K Sell
1,331
-8,967
-87% -$1.97M 0.04% 266
2025
Q1 		$2.06M Sell
10,298
-776
-7% -$193K 0.23% 122
2024
Q4 		$3.07M Buy
+11,074
New +$3.14M 0.32% 96

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Denali Advisors's EVR Position: Q1 2026 in Review

Denali Advisors increased its Evercore (EVR) stake by 0.3% in Q1 2026, buying an estimated $655 and bringing the position to 671 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #305.

Denali Advisors first reported a position in EVR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.07M in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Denali Advisors held 671 shares of Evercore worth $200K as of Q1 2026.
  • Denali Advisors bought 2 Evercore shares in Q1 2026, an estimated $655.
  • Evercore made up 0.02% of Denali Advisors's portfolio in Q1 2026, its #305 holding.
  • Denali Advisors first reported a position in Evercore in Q4 2024 and has held it in 6 quarters since.
  • Denali Advisors's Evercore position peaked at $3.07M in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.