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Diametric Capital’s Evercore EVR Stock Holding History

Diametric Capital’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 		$412K Buy
+1,381
New +$452K 0.11% 272
2024
Q2 		– Sell
-1,168
Closed -$225K – 404
2024
Q1 		$225K Buy
+1,168
New +$211K 0.12% 231

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

Diametric Capital's EVR Position: Q1 2026 in Review

Diametric Capital opened a new position in Evercore (EVR) in Q1 2026: 1,381 shares worth $412K. The stake represents 0.11% of the portfolio and ranks #272 among its holdings. This is a return to the name: Diametric Capital previously reported a position in EVR as recently as Q1 2024.

Diametric Capital first reported a position in EVR in Q1 2024 and has held it in 2 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Diametric Capital held 1,381 shares of Evercore worth $412K as of Q1 2026.
  • Evercore was a new Diametric Capital position in Q1 2026.
  • Evercore made up 0.11% of Diametric Capital's portfolio in Q1 2026, its #272 holding.
  • Diametric Capital first reported a position in Evercore in Q1 2024 and has held it in 2 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Diametric Capital's 13F filing for Q1 2026, filed 15 May 2026.