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Everence Capital Management’s Evercore EVR Stock Holding History

Everence Capital Management’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 		$389K Buy
1,302
+422
+48% +$138K 0.02% 461
2025
Q4 		$299K Hold
880
– – 0.02% 586
2025
Q3 		$297K Hold
880
– – 0.02% 614
2025
Q2 		$238K Buy
+880
New +$194K 0.02% 679
2025
Q1 		– Sell
-940
Closed -$261K – 801
2024
Q4 		$261K Buy
+940
New +$266K 0.02% 648
2018
Q1 		– Sell
-2,760
Closed -$248K – 427
2017
Q4 		$248K Hold
2,760
– – 0.05% 353
2017
Q3 		$221K Buy
+2,760
New +$208K 0.05% 341
2017
Q2 		– Sell
-2,760
Closed -$215K – 376
2017
Q1 		$215K Buy
+2,760
New +$214K 0.06% 330

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

Everence Capital Management's EVR Position: Q1 2026 in Review

Everence Capital Management increased its Evercore (EVR) stake by 48% in Q1 2026, buying an estimated $138K and bringing the position to 1,302 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #461.

Everence Capital Management first reported a position in EVR in Q1 2017 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Everence Capital Management held 1,302 shares of Evercore worth $389K as of Q1 2026.
  • Everence Capital Management bought 422 Evercore shares in Q1 2026, an estimated $138K.
  • Evercore made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #461 holding.
  • Everence Capital Management first reported a position in Evercore in Q1 2017 and has held it in 8 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.