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Fielder Capital Group’s Evercore EVR Stock Holding History

Fielder Capital Group’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 		$412K Sell
1,380
-15
-1% -$4.91K 0.09% 150
2025
Q4 		$475K Buy
1,395
+161
+13% +$51.7K 0.1% 121
2025
Q3 		$416K Buy
1,234
+2
+0.2% +$627 0.09% 130
2025
Q2 		$333K Buy
1,232
+57
+5% +$12.5K 0.09% 150
2025
Q1 		$235K Buy
1,175
+70
+6% +$17.4K 0.07% 184
2024
Q4 		$306K Buy
1,105
+47
+4% +$13.3K 0.1% 138
2024
Q3 		$268K Hold
1,058
– – 0.09% 149
2024
Q2 		$221K Sell
1,058
-4
-0.4% -$778 0.08% 160
2024
Q1 		$205K Buy
+1,062
New +$192K 0.09% 164

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

Fielder Capital Group's EVR Position: Q1 2026 in Review

Fielder Capital Group reduced its Evercore (EVR) stake by 1.1% in Q1 2026, selling an estimated $4.91K and leaving 1,380 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #150.

Fielder Capital Group first reported a position in EVR in Q1 2024 and has held it in 9 quarters since. The position peaked at $475K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Fielder Capital Group held 1,380 shares of Evercore worth $412K as of Q1 2026.
  • Fielder Capital Group sold 15 Evercore shares in Q1 2026, an estimated $4.91K.
  • Evercore made up 0.09% of Fielder Capital Group's portfolio in Q1 2026, its #150 holding.
  • Fielder Capital Group first reported a position in Evercore in Q1 2024 and has held it in 9 quarters since.
  • Fielder Capital Group's Evercore position peaked at $475K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.