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Empire Life Investments’s Evercore EVR Stock Holding History

Empire Life Investments’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 		$15.5M Sell
45,428
-1,864
-4% -$638K 0.87% 42
2026
Q1 		$14.2M Sell
47,292
-5,049
-10% -$1.65M 0.87% 45
2025
Q4 		$17.8M Sell
52,341
-11,043
-17% -$3.55M 1% 38
2025
Q3 		$21.4M Buy
63,384
+120
+0.2% +$37.6K 1.25% 29
2025
Q2 		$17.1M Sell
63,264
-11,587
-15% -$2.55M 1.09% 33
2025
Q1 		$14.9M Buy
+74,851
New +$18.6M 0.97% 41

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

Empire Life Investments's EVR Position: Q2 2026 in Review

Empire Life Investments reduced its Evercore (EVR) stake by 3.9% in Q2 2026, selling an estimated $638K and leaving 45,428 shares worth $15.5M. The position accounts for 0.87% of the portfolio, ranked #42.

Empire Life Investments first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.4M in Q3 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Empire Life Investments held 45,428 shares of Evercore worth $15.5M as of Q2 2026.
  • Empire Life Investments sold 1,864 Evercore shares in Q2 2026, an estimated $638K.
  • Evercore made up 0.87% of Empire Life Investments's portfolio in Q2 2026, its #42 holding.
  • Empire Life Investments first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • Empire Life Investments's Evercore position peaked at $21.4M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.