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Essential Partners’s Evercore EVR Stock Holding History

Essential 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 		$249K Sell
728
-3,276
-82% -$1.12M 0.11% 191
2026
Q1 		$1.2M Buy
4,004
+41
+1% +$13.4K 0.4% 56
2025
Q4 		$1.35M Sell
3,963
-345
-8% -$111K 0.42% 53
2025
Q3 		$1.45M Buy
4,308
+426
+11% +$133K 0.48% 38
2025
Q2 		$1.05M Buy
+3,882
New +$854K 0.42% 58

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

Essential Partners's EVR Position: Q2 2026 in Review

Essential Partners reduced its Evercore (EVR) stake by 82% in Q2 2026, selling an estimated $1.12M and leaving 728 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #191.

Essential Partners first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.45M in Q3 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Essential Partners held 728 shares of Evercore worth $249K as of Q2 2026.
  • Essential Partners sold 3,276 Evercore shares in Q2 2026, an estimated $1.12M.
  • Evercore made up 0.11% of Essential Partners's portfolio in Q2 2026, its #191 holding.
  • Essential Partners first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Evercore position peaked at $1.45M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.