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DRW Securities’s Evercore EVR Stock Holding History

DRW Securities’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 		$266K Buy
+779
New +$267K 0.01% 671
2025
Q3 		– Sell
-1,583
Closed -$427K – 1388
2025
Q2 		$427K Buy
+1,583
New +$348K 0.01% 561
2023
Q3 		– Sell
-8,500
Closed -$1.05M – 378
2023
Q2 		$1.05M Buy
+8,500
New +$978K 0.03% 149

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

DRW Securities's EVR Position: Q2 2026 in Review

DRW Securities opened a new position in Evercore (EVR) in Q2 2026: 779 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: DRW Securities previously reported a position in EVR as recently as Q2 2025.

DRW Securities first reported a position in EVR in Q2 2023 and has held it in 3 quarters since. The position peaked at $1.05M in Q2 2023. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • DRW Securities held 779 shares of Evercore worth $266K as of Q2 2026.
  • Evercore was a new DRW Securities position in Q2 2026.
  • Evercore made up 0.01% of DRW Securities's portfolio in Q2 2026, its #671 holding.
  • DRW Securities first reported a position in Evercore in Q2 2023 and has held it in 3 quarters since.
  • DRW Securities's Evercore position peaked at $1.05M in Q2 2023.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on DRW Securities's 13F filing for Q2 2026, filed 14 Aug 2026.