Element Squared’s Evercore EVR Stock Holding History

Element Squared’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	$2.58M	Sell	7,566 -328	-4%	-$112K	1.29%	18
2026 Q1	$2.36M	Buy	+7,894	New	+$2.58M	1.33%	10

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

Element Squared's EVR Position: Q2 2026 in Review

Element Squared reduced its Evercore (EVR) stake by 4.2% in Q2 2026, selling an estimated $112K and leaving 7,566 shares worth $2.58M. The position accounts for 1.29% of the portfolio, ranked #18.

Element Squared first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Element Squared held 7,566 shares of Evercore worth $2.58M as of Q2 2026.
Element Squared sold 328 Evercore shares in Q2 2026, an estimated $112K.
Evercore made up 1.29% of Element Squared's portfolio in Q2 2026, its #18 holding.
Element Squared first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Element Squared's 13F filing for Q2 2026, filed 28 Jul 2026.