EI
EVR icon

Ethic Inc’s Evercore EVR Stock Holding History

Ethic Inc’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 		$474K Sell
1,389
-183
-12% -$62.6K 0.01% 958
2026
Q1 		$469K Buy
1,572
+202
+15% +$66.1K 0.01% 893
2025
Q4 		$466K Sell
1,370
-89
-6% -$28.6K 0.01% 870
2025
Q3 		$492K Buy
1,459
+136
+10% +$42.6K 0.01% 843
2025
Q2 		$356K Sell
1,323
-902
-41% -$198K 0.01% 935
2025
Q1 		$446K Sell
2,225
-1,378
-38% -$343K 0.01% 827
2024
Q4 		$999K Buy
+3,603
New +$1.02M 0.02% 604

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Ethic Inc's EVR Position: Q2 2026 in Review

Ethic Inc reduced its Evercore (EVR) stake by 12% in Q2 2026, selling an estimated $62.6K and leaving 1,389 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #958.

Ethic Inc first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $999K in Q4 2024. 215 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Ethic Inc held 1,389 shares of Evercore worth $474K as of Q2 2026.
  • Ethic Inc sold 183 Evercore shares in Q2 2026, an estimated $62.6K.
  • Evercore made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #958 holding.
  • Ethic Inc first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • Ethic Inc's Evercore position peaked at $999K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.