Ensign Peak Advisors
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Ensign Peak Advisors’s Evercore EVR Stock Holding History

Ensign Peak Advisors’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 		$13.1M Buy
38,512
+28,049
+268% +$9.6M 0.02% 390
2026
Q1 		$3.12M Buy
10,463
+4,205
+67% +$1.38M 0.01% 625
2025
Q4 		$2.13M Sell
6,258
-4,784
-43% -$1.54M ﹤0.01% 690
2025
Q3 		$3.72M Sell
11,042
-18,435
-63% -$5.78M 0.01% 660
2025
Q2 		$7.96M Buy
29,477
+383
+1% +$84.2K 0.01% 530
2025
Q1 		$5.81M Buy
29,094
+4,680
+19% +$1.17M 0.01% 596
2024
Q4 		$6.77M Sell
24,414
-4,613
-16% -$1.31M 0.01% 570
2024
Q3 		$7.35M Sell
29,027
-655
-2% -$156K 0.01% 531
2024
Q2 		$6.19M Buy
29,682
+9,060
+44% +$1.76M 0.01% 575
2024
Q1 		$3.97M Sell
20,622
-12,562
-38% -$2.27M 0.01% 696
2023
Q4 		$5.68M Sell
33,184
-8,619
-21% -$1.25M 0.01% 594
2023
Q3 		$5.76M Sell
41,803
-17,271
-29% -$2.34M 0.01% 528
2023
Q2 		$7.3M Sell
59,074
-1,430
-2% -$164K 0.01% 492
2023
Q1 		$6.98M Sell
60,504
-31,909
-35% -$3.97M 0.02% 484
2022
Q4 		$10.1M Sell
92,413
-40,926
-31% -$4.27M 0.02% 409
2022
Q3 		$11M Buy
133,339
+23,910
+22% +$2.26M 0.03% 363
2022
Q2 		$10.2M Buy
109,429
+26,015
+31% +$2.77M 0.02% 383
2022
Q1 		$9.29M Buy
83,414
+20,695
+33% +$2.55M 0.02% 436
2021
Q4 		$8.52M Buy
62,719
+16,825
+37% +$2.45M 0.02% 511
2021
Q3 		$6.13M Sell
45,894
-3,520
-7% -$478K 0.01% 571
2021
Q2 		$6.96M Buy
49,414
+5,005
+11% +$700K 0.01% 532
2021
Q1 		$5.85M Buy
44,409
+7,585
+21% +$926K 0.01% 569
2020
Q4 		$4.04M Sell
36,824
-11,705
-24% -$1.04M 0.01% 693
2020
Q3 		$3.18M Sell
48,529
-130,075
-73% -$7.89M 0.01% 758
2020
Q2 		$10.5M Sell
178,604
-127,870
-42% -$6.95M 0.03% 417
2020
Q1 		$14.1M Buy
306,474
+138,550
+83% +$9.28M 0.05% 288
2019
Q4 		$12.6M Buy
+167,924
New +$12.8M 0.03% 381

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

Ensign Peak Advisors's EVR Position: Q2 2026 in Review

Ensign Peak Advisors increased its Evercore (EVR) stake by 268% in Q2 2026, buying an estimated $9.6M and bringing the position to 38,512 shares worth $13.1M. The position accounts for 0.02% of the portfolio, ranked #390.

Ensign Peak Advisors first reported a position in EVR in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.1M in Q1 2020. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Ensign Peak Advisors held 38,512 shares of Evercore worth $13.1M as of Q2 2026.
  • Ensign Peak Advisors bought 28,049 Evercore shares in Q2 2026, an estimated $9.6M.
  • Evercore made up 0.02% of Ensign Peak Advisors's portfolio in Q2 2026, its #390 holding.
  • Ensign Peak Advisors first reported a position in Evercore in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's Evercore position peaked at $14.1M in Q1 2020.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.