Dundas Partners’s Evercore EVR Stock Holding History

Dundas Partners’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	–	Sell	-906	Closed	-$270K	–	37
2026 Q1	$270K	Sell	906 -163	-15%	-$53.4K	0.02%	40
2025 Q4	$364K	Buy	1,069 +152	+17%	+$48.9K	0.03%	41
2025 Q3	$309K	Buy	+917	New	+$287K	0.02%	46

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dundas Partners's EVR Position: Q2 2026 in Review

Dundas Partners sold out of Evercore (EVR) in Q2 2026, closing a stake of 906 shares — an estimated $270K sold.

Dundas Partners first reported a position in EVR in Q3 2025 and held it in 3 quarters. The position peaked at $364K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Dundas Partners reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
Dundas Partners sold 906 Evercore shares in Q2 2026, an estimated $270K.
Dundas Partners first reported a position in Evercore in Q3 2025 and held it in 3 quarters.
Dundas Partners's Evercore position peaked at $364K in Q4 2025.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Dundas Partners's 13F filing for Q2 2026, filed 14 Aug 2026.