DA
EVR icon

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
Q2 		$229K Sell
670
-1
-0.1% -$342 0.02% 304
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 $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

Denali Advisors's EVR Position: Q2 2026 in Review

Denali Advisors reduced its Evercore (EVR) stake by 0.15% in Q2 2026, selling an estimated $342 and leaving 670 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #304.

Denali Advisors first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.07M in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Denali Advisors held 670 shares of Evercore worth $229K as of Q2 2026.
  • Denali Advisors sold 1 Evercore share in Q2 2026, an estimated $342.
  • Evercore made up 0.02% of Denali Advisors's portfolio in Q2 2026, its #304 holding.
  • Denali Advisors first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • Denali Advisors's Evercore position peaked at $3.07M in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.