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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
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
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

Dundas Partners's EVR Position: Q1 2026 in Review

Dundas Partners reduced its Evercore (EVR) stake by 15% in Q1 2026, selling an estimated $53.4K and leaving 906 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #40.

Dundas Partners first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $364K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Dundas Partners held 906 shares of Evercore worth $270K as of Q1 2026.
  • Dundas Partners sold 163 Evercore shares in Q1 2026, an estimated $53.4K.
  • Evercore made up 0.02% of Dundas Partners's portfolio in Q1 2026, its #40 holding.
  • Dundas Partners first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • Dundas Partners's Evercore position peaked at $364K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Dundas Partners's 13F filing for Q1 2026, filed 14 May 2026.