Eagle Rock Investment Company’s Evercore EVR Stock Holding History

Eagle Rock Investment Company’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	$3.16M	Hold	9,268	–	–	0.39%	61
2026 Q1	$2.77M	Hold	9,268	–	–	0.4%	60
2025 Q4	$3.15M	Hold	9,268	–	–	0.44%	59
2025 Q3	$3.13M	Hold	9,268	–	–	0.46%	58
2025 Q2	$2.5M	Hold	9,268	–	–	0.4%	67
2025 Q1	$1.85M	Buy	9,268 +5	+0.1%	+$1.25K	0.32%	77
2024 Q4	$2.57M	Hold	9,263	–	–	0.43%	64
2024 Q3	$2.35M	Hold	9,263	–	–	0.39%	65
2024 Q2	$1.93M	Sell	9,263 -6	-0.1%	-$1.17K	0.35%	68
2024 Q1	$1.79M	Hold	9,269	–	–	0.33%	78
2023 Q4	$1.59M	Buy	9,269 +6	+0.1%	+$869	0.32%	78
2023 Q3	$1.28M	Buy	+9,263	New	+$1.26M	0.29%	74

Other funds holding EVR

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Eagle Rock Investment Company's EVR Position: Q2 2026 in Review

Eagle Rock Investment Company held its Evercore (EVR) position steady in Q2 2026 at 9,268 shares worth $3.16M. The position accounts for 0.39% of the portfolio, ranked #61.

Eagle Rock Investment Company first reported a position in EVR in Q3 2023 and has held it in 12 quarters since. 218 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Eagle Rock Investment Company held 9,268 shares of Evercore worth $3.16M as of Q2 2026.
Eagle Rock Investment Company left its Evercore share count unchanged in Q2 2026.
Evercore made up 0.39% of Eagle Rock Investment Company's portfolio in Q2 2026, its #61 holding.
Eagle Rock Investment Company first reported a position in Evercore in Q3 2023 and has held it in 12 quarters since.
218 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.