FMI
EVR icon

F/M Investments’s Evercore EVR Stock Holding History

F/M Investments’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 		– Sell
-10,253
Closed -$3.49M – 368
2025
Q4 		$3.49M Sell
10,253
-238
-2% -$76.5K 0.13% 178
2025
Q3 		$3.54M Sell
10,491
-127
-1% -$39.8K 0.14% 175
2025
Q2 		$2.87M Buy
10,618
+374
+4% +$82.3K 0.1% 193
2025
Q1 		$2.05M Sell
10,244
-7,281
-42% -$1.81M 0.08% 226
2024
Q4 		$4.86M Sell
17,525
-58,197
-77% -$16.5M 0.18% 118
2024
Q3 		$19.2M Sell
75,722
-444
-0.6% -$106K 0.6% 31
2024
Q2 		$15.9M Buy
+76,166
New +$14.8M 0.57% 34

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

F/M Investments's EVR Position: Q1 2026 in Review

F/M Investments sold out of Evercore (EVR) in Q1 2026, closing a stake of 10,253 shares — an estimated $3.49M sold.

F/M Investments first reported a position in EVR in Q2 2024 and held it in 7 quarters. The position peaked at $19.2M in Q3 2024. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • F/M Investments reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 10,253 Evercore shares in Q1 2026, an estimated $3.49M.
  • F/M Investments first reported a position in Evercore in Q2 2024 and held it in 7 quarters.
  • F/M Investments's Evercore position peaked at $19.2M in Q3 2024.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.