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Fieldview Capital Management’s Evercore EVR Stock Holding History

Fieldview 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
Q1 		– Sell
-1,787
Closed -$608K – 558
2025
Q4 		$608K Buy
1,787
+575
+47% +$185K 0.1% 246
2025
Q3 		$409K Sell
1,212
-12,980
-91% -$4.07M 0.07% 285
2025
Q2 		$3.83M Sell
14,192
-3,638
-20% -$800K 0.58% 58
2025
Q1 		$3.56M Buy
+17,830
New +$4.44M 0.5% 61

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

Fieldview Capital Management's EVR Position: Q1 2026 in Review

Fieldview Capital Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 1,787 shares — an estimated $608K sold.

Fieldview Capital Management first reported a position in EVR in Q1 2025 and held it in 4 quarters. The position peaked at $3.83M in Q2 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Fieldview Capital Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Fieldview Capital Management sold 1,787 Evercore shares in Q1 2026, an estimated $608K.
  • Fieldview Capital Management first reported a position in Evercore in Q1 2025 and held it in 4 quarters.
  • Fieldview Capital Management's Evercore position peaked at $3.83M in Q2 2025.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Fieldview Capital Management's 13F filing for Q1 2026, filed 14 May 2026.