First Eagle Investment Management
EVR icon

First Eagle Investment Management’s Evercore EVR Stock Holding History

First Eagle 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 		$1.35M Buy
3,960
+57
+1% +$19.5K ﹤0.01% 355
2026
Q1 		$1.17M Sell
3,903
-198
-5% -$64.8K ﹤0.01% 336
2025
Q4 		$1.4M Buy
4,101
+11
+0.3% +$3.54K ﹤0.01% 326
2025
Q3 		$1.38M Sell
4,090
-1,252
-23% -$392K ﹤0.01% 323
2025
Q2 		$1.44M Buy
5,342
+499
+10% +$110K ﹤0.01% 326
2025
Q1 		$967K Sell
4,843
-37,177
-88% -$9.26M ﹤0.01% 348
2024
Q4 		$11.6M Sell
42,020
-28,061
-40% -$7.95M 0.03% 152
2024
Q3 		$17.8M Sell
70,081
-700
-1% -$167K 0.04% 93
2024
Q2 		$14.8M Buy
70,781
+6,700
+10% +$1.3M 0.03% 109
2024
Q1 		$12.3M Buy
64,081
+800
+1% +$145K 0.03% 123
2023
Q4 		$10.8M Buy
63,281
+2,857
+5% +$414K 0.03% 128
2023
Q3 		$8.33M Buy
60,424
+532
+0.9% +$72.2K 0.02% 137
2023
Q2 		$7.4M Buy
59,892
+30,004
+100% +$3.45M 0.02% 136
2023
Q1 		$3.45M Buy
+29,888
New +$3.71M 0.01% 221
2022
Q3 		– Sell
-95
Closed -$9K – 402
2022
Q2 		$9K Sell
95
-21,086
-100% -$2.25M ﹤0.01% 380
2022
Q1 		$2.36M Buy
+21,181
New +$2.61M 0.01% 145

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

First Eagle Investment Management's EVR Position: Q2 2026 in Review

First Eagle Investment Management increased its Evercore (EVR) stake by 1.5% in Q2 2026, buying an estimated $19.5K and bringing the position to 3,960 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #355.

First Eagle Investment Management first reported a position in EVR in Q1 2022 and has held it in 16 quarters since. The position peaked at $17.8M in Q3 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • First Eagle Investment Management held 3,960 shares of Evercore worth $1.35M as of Q2 2026.
  • First Eagle Investment Management bought 57 Evercore shares in Q2 2026, an estimated $19.5K.
  • Evercore made up ﹤0.01% of First Eagle Investment Management's portfolio in Q2 2026, its #355 holding.
  • First Eagle Investment Management first reported a position in Evercore in Q1 2022 and has held it in 16 quarters since.
  • First Eagle Investment Management's Evercore position peaked at $17.8M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on First Eagle Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.