F.L. Putnam Investment Management
EVR icon

F.L. Putnam Investment Management’s Evercore EVR Stock Holding History

F.L. Putnam Investment 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 		$25.1M Buy
+73,592
New +$25.2M 0.3% 68
2022
Q2 		– Sell
-13,557
Closed -$1.51M – 409
2022
Q1 		$1.51M Buy
13,557
+539
+4% +$66.3K 0.05% 200
2021
Q4 		$1.77M Buy
13,018
+235
+2% +$34.3K 0.05% 184
2021
Q3 		$1.71M Buy
12,783
+1,384
+12% +$188K 0.06% 171
2021
Q2 		$1.6M Buy
11,399
+1,191
+12% +$166K 0.06% 176
2021
Q1 		$1.34M Buy
10,208
+574
+6% +$70.1K 0.06% 171
2020
Q4 		$1.06M Buy
9,634
+411
+4% +$36.6K 0.05% 163
2020
Q3 		$604K Buy
9,223
+258
+3% +$15.7K 0.03% 193
2020
Q2 		$528K Buy
+8,965
New +$488K 0.03% 201
2014
Q4 		– Sell
-115,895
Closed -$5.45M – 182
2014
Q3 		$5.45M Sell
115,895
-41,502
-26% -$2.15M 0.64% 59
2014
Q2 		$9.07M Sell
157,397
-4,575
-3% -$251K 1.05% 33
2014
Q1 		$8.95M Sell
161,972
-4,075
-2% -$233K 1.07% 32
2013
Q4 		$9.9M Sell
166,047
-22,738
-12% -$1.21M 1.2% 27
2013
Q3 		$9.29M Buy
188,785
+29,260
+18% +$1.35M 1.24% 25
2013
Q2 		$6.27M Buy
+159,525
New +$6.18M 0.9% 38

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 $3.38T AUM 44.17% 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

F.L. Putnam Investment Management's EVR Position: Q2 2026 in Review

F.L. Putnam Investment Management opened a new position in Evercore (EVR) in Q2 2026: 73,592 shares worth $25.1M. The stake represents 0.3% of the portfolio and ranks #68 among its holdings. This is a return to the name: F.L. Putnam Investment Management previously reported a position in EVR as recently as Q1 2022.

F.L. Putnam Investment Management first reported a position in EVR in Q2 2013 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • F.L. Putnam Investment Management held 73,592 shares of Evercore worth $25.1M as of Q2 2026.
  • Evercore was a new F.L. Putnam Investment Management position in Q2 2026.
  • Evercore made up 0.3% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #68 holding.
  • F.L. Putnam Investment Management first reported a position in Evercore in Q2 2013 and has held it in 15 quarters since.
  • 714 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.