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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings's EVR Position: Q1 2026 in Review

Equitable Holdings increased its Evercore (EVR) stake by 0.29% in Q1 2026, buying an estimated $2.29K and bringing the position to 2,405 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #1055.

Equitable Holdings first reported a position in EVR in Q1 2025 and has held it in 5 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Equitable Holdings held 2,405 shares of Evercore worth $818K as of Q1 2026.
  • Equitable Holdings bought 7 Evercore shares in Q1 2026, an estimated $2.29K.
  • Evercore made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1055 holding.
  • Equitable Holdings first reported a position in Evercore in Q1 2025 and has held it in 5 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.