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Deroy & Devereaux Private Investment Counsel’s Evercore EVR Stock Holding History

Deroy & Devereaux Private Investment Counsel’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 		$5.49M Hold
16,090
– – 0.23% 74
2026
Q1 		$4.8M Sell
16,090
-8,105
-33% -$2.65M 0.23% 77
2025
Q4 		$8.23M Sell
24,195
-800
-3% -$257K 0.4% 65
2025
Q3 		$8.43M Sell
24,995
-5,900
-19% -$1.85M 0.42% 64
2025
Q2 		$8.34M Sell
30,895
-815
-3% -$179K 0.45% 62
2025
Q1 		$6.33M Buy
31,710
+1,015
+3% +$253K 0.37% 63
2024
Q4 		$8.51M Buy
30,695
+105
+0.3% +$29.7K 0.49% 60
2024
Q3 		$7.75M Buy
30,590
+135
+0.4% +$32.1K 0.44% 60
2024
Q2 		$6.35M Buy
30,455
+300
+1% +$58.4K 0.39% 61
2024
Q1 		$5.81M Buy
30,155
+740
+3% +$134K 0.35% 62
2023
Q4 		$5.03M Sell
29,415
-1,190
-4% -$172K 0.34% 64
2023
Q3 		$4.22M Buy
30,605
+1,805
+6% +$245K 0.31% 66
2023
Q2 		$3.56M Buy
28,800
+1,285
+5% +$148K 0.25% 70
2023
Q1 		$3.17M Buy
27,515
+1,360
+5% +$169K 0.24% 78
2022
Q4 		$2.85M Buy
26,155
+145
+0.6% +$15.1K 0.22% 78
2022
Q3 		$2.14M Buy
26,010
+8,530
+49% +$807K 0.19% 85
2022
Q2 		$1.64M Buy
17,480
+340
+2% +$36.2K 0.14% 89
2022
Q1 		$1.91M Buy
17,140
+315
+2% +$38.8K 0.14% 92
2021
Q4 		$2.29M Sell
16,825
-575
-3% -$83.8K 0.17% 86
2021
Q3 		$2.33M Sell
17,400
-106,472
-86% -$14.5M 0.18% 82
2021
Q2 		$17.4M Sell
123,872
-2,201
-2% -$308K 1.31% 41
2021
Q1 		$16.6M Sell
126,073
-17,290
-12% -$2.11M 1.31% 40
2020
Q4 		$15.7M Sell
143,363
-8,890
-6% -$791K 1.4% 37
2020
Q3 		$9.97M Buy
152,253
+389
+0.3% +$23.6K 1.05% 45
2020
Q2 		$8.95M Buy
151,864
+121,189
+395% +$6.59M 0.99% 47
2020
Q1 		$1.41M Buy
30,675
+1,225
+4% +$82K 0.18% 75
2019
Q4 		$2.2M Buy
29,450
+7,830
+36% +$597K 0.19% 74
2019
Q3 		$1.73M Hold
21,620
– – 0.17% 80
2019
Q2 		$1.92M Hold
21,620
– – 0.18% 74
2019
Q1 		$1.97M Sell
21,620
-50
-0.2% -$4.39K 0.2% 75
2018
Q4 		$1.55M Sell
21,670
-500
-2% -$41.1K 0.18% 77
2018
Q3 		$2.23M Sell
22,170
-180
-0.8% -$19.4K 0.22% 66
2018
Q2 		$2.36M Sell
22,350
-200
-0.9% -$20.6K 0.24% 67
2018
Q1 		$1.97M Hold
22,550
– – 0.21% 73
2017
Q4 		$2.03M Hold
22,550
– – 0.21% 76
2017
Q3 		$1.81M Sell
22,550
-100
-0.4% -$7.52K 0.2% 73
2017
Q2 		$1.6M Sell
22,650
-300
-1% -$21.8K 0.18% 77
2017
Q1 		$1.79M Sell
22,950
-475
-2% -$36.9K 0.21% 74
2016
Q4 		$1.61M Sell
23,425
-110,630
-83% -$6.8M 0.19% 78
2016
Q3 		$6.91M Sell
134,055
-1,346
-1% -$67.7K 0.87% 52
2016
Q2 		$5.98M Buy
135,401
+7,538
+6% +$375K 0.8% 51
2016
Q1 		$6.62M Buy
127,863
+1,977
+2% +$94.5K 0.9% 49
2015
Q4 		$6.81M Sell
125,886
-2,913
-2% -$157K 0.94% 51
2015
Q3 		$6.47M Sell
128,799
-2,359
-2% -$129K 0.93% 51
2015
Q2 		$7.08M Buy
131,158
+97,158
+286% +$4.96M 0.91% 53
2015
Q1 		$1.76M Hold
34,000
– – 0.22% 66
2014
Q4 		$1.78M Buy
+34,000
New +$1.7M 0.23% 69

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's EVR Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel held its Evercore (EVR) position steady in Q2 2026 at 16,090 shares worth $5.49M. The position accounts for 0.23% of the portfolio, ranked #74.

Deroy & Devereaux Private Investment Counsel first reported a position in EVR in Q4 2014 and has held it in 47 quarters since. The position peaked at $17.4M in Q2 2021. 425 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Deroy & Devereaux Private Investment Counsel held 16,090 shares of Evercore worth $5.49M as of Q2 2026.
  • Deroy & Devereaux Private Investment Counsel left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.23% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #74 holding.
  • Deroy & Devereaux Private Investment Counsel first reported a position in Evercore in Q4 2014 and has held it in 47 quarters since.
  • Deroy & Devereaux Private Investment Counsel's Evercore position peaked at $17.4M in Q2 2021.
  • 425 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.