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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
Q2 		$491K Buy
1,438
+58
+4% +$19.8K 0.11% 139
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 $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

Fielder Capital Group's EVR Position: Q2 2026 in Review

Fielder Capital Group increased its Evercore (EVR) stake by 4.2% in Q2 2026, buying an estimated $19.8K and bringing the position to 1,438 shares worth $491K. The position accounts for 0.11% of the portfolio, ranked #139.

Fielder Capital Group first reported a position in EVR in Q1 2024 and has held it in 10 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Fielder Capital Group held 1,438 shares of Evercore worth $491K as of Q2 2026.
  • Fielder Capital Group bought 58 Evercore shares in Q2 2026, an estimated $19.8K.
  • Evercore made up 0.11% of Fielder Capital Group's portfolio in Q2 2026, its #139 holding.
  • Fielder Capital Group first reported a position in Evercore in Q1 2024 and has held it in 10 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.