Empowered Funds’s Evercore EVR Stock Holding History

Empowered Funds’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	$632K	Buy	1,850 +1,043	+129%	+$357K	﹤0.01%	1591
2026 Q1	$241K	Sell	807 -921	-53%	-$302K	﹤0.01%	1935
2025 Q4	$588K	Buy	1,728 +598	+53%	+$192K	0.01%	723
2025 Q3	$381K	Buy	+1,130	New	+$354K	﹤0.01%	1515
2025 Q1	–	Sell	-21,906	Closed	-$6.07M	–	1673
2024 Q4	$6.07M	Buy	21,906 +1,923	+10%	+$545K	0.09%	319
2024 Q3	$5.06M	Sell	19,983 -2,850	-12%	-$678K	0.08%	356
2024 Q2	$4.76M	Buy	+22,833	New	+$4.44M	0.08%	325
2021 Q4	–	Sell	-12,607	Closed	-$1.69M	–	262
2021 Q3	$1.69M	Buy	12,607 +383	+3%	+$52K	0.22%	101
2021 Q2	$1.72M	Buy	+12,224	New	+$1.71M	0.22%	133
2017 Q3	–	Sell	-9,624	Closed	-$678K	–	103
2017 Q2	$678K	Buy	+9,624	New	+$700K	0.55%	67

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

Empowered Funds's EVR Position: Q2 2026 in Review

Empowered Funds increased its Evercore (EVR) stake by 129% in Q2 2026, buying an estimated $357K and bringing the position to 1,850 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Empowered Funds first reported a position in EVR in Q2 2017 and has held it in 10 quarters since. The position peaked at $6.07M in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Empowered Funds held 1,850 shares of Evercore worth $632K as of Q2 2026.
Empowered Funds bought 1,043 Evercore shares in Q2 2026, an estimated $357K.
Evercore made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1591 holding.
Empowered Funds first reported a position in Evercore in Q2 2017 and has held it in 10 quarters since.
Empowered Funds's Evercore position peaked at $6.07M in Q4 2024.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.