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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
Q2 		$445K Hold
1,302
– – 0.02% 455
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 $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

Everence Capital Management's EVR Position: Q2 2026 in Review

Everence Capital Management held its Evercore (EVR) position steady in Q2 2026 at 1,302 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #455.

Everence Capital Management first reported a position in EVR in Q1 2017 and has held it in 9 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Everence Capital Management held 1,302 shares of Evercore worth $445K as of Q2 2026.
  • Everence Capital Management left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #455 holding.
  • Everence Capital Management first reported a position in Evercore in Q1 2017 and has held it in 9 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.