EIP
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Epoch Investment Partners’s Evercore EVR Stock Holding History

Epoch Investment Partners’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 		$6.32M Sell
18,515
-25,960
-58% -$8.88M 0.04% 214
2026
Q1 		$13.3M Sell
44,475
-9,432
-17% -$3.09M 0.08% 204
2025
Q4 		$18.3M Sell
53,907
-2,861
-5% -$920K 0.1% 185
2025
Q3 		$19.1M Buy
56,768
+46
+0.1% +$14.4K 0.11% 181
2025
Q2 		$15.3M Sell
56,722
-80,337
-59% -$17.7M 0.08% 190
2025
Q1 		$27.4M Buy
137,059
+76,408
+126% +$19M 0.14% 173
2024
Q4 		$16.8M Sell
60,651
-210,314
-78% -$59.6M 0.08% 184
2024
Q3 		$68.6M Buy
270,965
+9,116
+3% +$2.17M 0.31% 127
2024
Q2 		$54.6M Buy
261,849
+8,421
+3% +$1.64M 0.25% 143
2024
Q1 		$48.8M Sell
253,428
-101,037
-29% -$18.3M 0.22% 168
2023
Q4 		$60.6M Buy
354,465
+74,317
+27% +$10.8M 0.28% 138
2023
Q3 		$38.6M Buy
280,148
+86,909
+45% +$11.8M 0.25% 138
2023
Q2 		$23.9M Buy
193,239
+88,378
+84% +$10.2M 0.14% 192
2023
Q1 		$12.1M Buy
104,861
+2,668
+3% +$332K 0.07% 249
2022
Q4 		$11.1M Sell
102,193
-4,767
-4% -$498K 0.07% 263
2022
Q3 		$8.8M Sell
106,960
-1,951
-2% -$184K 0.06% 267
2022
Q2 		$10.2M Buy
108,911
+68,406
+169% +$7.29M 0.06% 256
2022
Q1 		$4.51M Buy
+40,505
New +$4.98M 0.02% 314

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

Epoch Investment Partners's EVR Position: Q2 2026 in Review

Epoch Investment Partners reduced its Evercore (EVR) stake by 58% in Q2 2026, selling an estimated $8.88M and leaving 18,515 shares worth $6.32M. The position accounts for 0.04% of the portfolio, ranked #214.

Epoch Investment Partners first reported a position in EVR in Q1 2022 and has held it in 18 quarters since. The position peaked at $68.6M in Q3 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Epoch Investment Partners held 18,515 shares of Evercore worth $6.32M as of Q2 2026.
  • Epoch Investment Partners sold 25,960 Evercore shares in Q2 2026, an estimated $8.88M.
  • Evercore made up 0.04% of Epoch Investment Partners's portfolio in Q2 2026, its #214 holding.
  • Epoch Investment Partners first reported a position in Evercore in Q1 2022 and has held it in 18 quarters since.
  • Epoch Investment Partners's Evercore position peaked at $68.6M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.