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Evergreen Capital Management’s Evercore EVR Stock Holding History

Evergreen 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 		$296K Sell
868
-83
-9% -$28.4K 0.01% 1225
2026
Q1 		$284K Buy
+951
New +$311K 0.01% 1161
2025
Q4 		– Sell
-1,143
Closed -$386K – 1449
2025
Q3 		$386K Buy
+1,143
New +$358K 0.01% 796

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

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

Evergreen Capital Management reduced its Evercore (EVR) stake by 8.7% in Q2 2026, selling an estimated $28.4K and leaving 868 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1225.

Evergreen Capital Management first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $386K in Q3 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Evergreen Capital Management held 868 shares of Evercore worth $296K as of Q2 2026.
  • Evergreen Capital Management sold 83 Evercore shares in Q2 2026, an estimated $28.4K.
  • Evercore made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1225 holding.
  • Evergreen Capital Management first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • Evergreen Capital Management's Evercore position peaked at $386K in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.