EH
EVR icon

Equitable Holdings’s Evercore EVR Stock Holding History

Equitable Holdings’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 		$823K Buy
2,411
+6
+0.2% +$2.05K ﹤0.01% 1085
2026
Q1 		$818K Buy
2,405
+7
+0.3% +$2.29K 0.01% 1055
2025
Q4 		$816K Sell
2,398
-14
-0.6% -$4.5K 0.01% 932
2025
Q3 		$814K Buy
2,412
+80
+3% +$25.1K 0.01% 896
2025
Q2 		$630K Buy
2,332
+34
+1% +$7.48K 0.01% 937
2025
Q1 		$459K Buy
+2,298
New +$573K ﹤0.01% 940

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

Equitable Holdings's EVR Position: Q2 2026 in Review

Equitable Holdings increased its Evercore (EVR) stake by 0.25% in Q2 2026, buying an estimated $2.05K and bringing the position to 2,411 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Equitable Holdings first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Equitable Holdings held 2,411 shares of Evercore worth $823K as of Q2 2026.
  • Equitable Holdings bought 6 Evercore shares in Q2 2026, an estimated $2.05K.
  • Evercore made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1085 holding.
  • Equitable Holdings first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.