Flagship Harbor Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $794K | Buy |
2,325
+339
| +17% | +$116K | 0.03% | 399 |
|
|
2026
Q1 | $593K | Buy |
+1,986
| New | +$650K | 0.03% | 435 |
|
|
2025
Q4 | – | Sell |
-1,986
| Closed | -$670K | – | 2286 |
|
|
2025
Q3 | $670K | Sell |
1,986
-156
| -7% | -$48.9K | 0.03% | 418 |
|
|
2025
Q2 | $578K | Buy |
2,142
+365
| +21% | +$80.3K | 0.03% | 439 |
|
|
2025
Q1 | $355K | Sell |
1,777
-41
| -2% | -$10.2K | 0.02% | 522 |
|
|
2024
Q4 | $504K | Sell |
1,818
-255
| -12% | -$72.2K | 0.03% | 424 |
|
|
2024
Q3 | $525K | Sell |
2,073
-11
| -0.5% | -$2.62K | 0.03% | 399 |
|
|
2024
Q2 | $434K | Sell |
2,084
-65
| -3% | -$12.6K | 0.03% | 430 |
|
|
2024
Q1 | $414K | Sell |
2,149
-8
| -0.4% | -$1.45K | 0.03% | 433 |
|
|
2023
Q4 | $369K | Sell |
2,157
-326
| -13% | -$47.2K | 0.03% | 437 |
|
|
2023
Q3 | $342K | Sell |
2,483
-105
| -4% | -$14.3K | 0.03% | 434 |
|
|
2023
Q2 | $320K | Sell |
2,588
-124
| -5% | -$14.3K | 0.03% | 458 |
|
|
2023
Q1 | $313K | Sell |
2,712
-40
| -1% | -$4.97K | 0.03% | 467 |
|
|
2022
Q4 | $300K | Sell |
2,752
-574
| -17% | -$59.9K | 0.03% | 459 |
|
|
2022
Q3 | $274K | Hold |
3,326
| – | – | 0.03% | 461 |
|
|
2022
Q2 | $311K | Sell |
3,326
-435
| -12% | -$46.3K | 0.03% | 446 |
|
|
2022
Q1 | $419K | Buy |
3,761
+237
| +7% | +$29.2K | 0.04% | 393 |
|
|
2021
Q4 | $479K | Sell |
3,524
-620
| -15% | -$90.4K | 0.05% | 374 |
|
|
2021
Q3 | $583K | Hold |
4,144
| – | – | 0.06% | 312 |
|
|
2021
Q2 | $583K | Sell |
4,144
-145
| -3% | -$20.3K | 0.06% | 313 |
|
|
2021
Q1 | $565K | Buy |
+4,289
| New | +$524K | 0.06% | 315 |
|
|
2020
Q4 | – | Sell |
-1,154
| Closed | -$75K | – | 894 |
|
|
2020
Q3 | $75K | Sell |
1,154
-340
| -23% | -$20.6K | 0.01% | 740 |
|
|
2020
Q2 | $88K | Buy |
+1,494
| New | +$81.3K | 0.01% | 684 |
|
|
2019
Q4 | – | Sell |
-42
| Closed | -$3K | – | 1894 |
|
|
2019
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 1595 |
|
|
2019
Q2 | $3K | Buy |
42
+1
| +2% | +$89 | ﹤0.01% | 1604 |
|
|
2019
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 1597 |
|
|
2018
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 1633 |
|
|
2018
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 1743 |
|
|
2018
Q2 | $4K | Buy |
+41
| New | +$4.23K | ﹤0.01% | 1689 |
|
Other funds holding EVR
Flagship Harbor Advisors's EVR Position: Q2 2026 in Review
Flagship Harbor Advisors increased its Evercore (EVR) stake by 17% in Q2 2026, buying an estimated $116K and bringing the position to 2,325 shares worth $794K. The position accounts for 0.03% of the portfolio, ranked #399.
Flagship Harbor Advisors first reported a position in EVR in Q2 2018 and has held it in 29 quarters since. 711 funds tracked by Wall St. Rank hold EVR as of Q2 2026.
- Flagship Harbor Advisors held 2,325 shares of Evercore worth $794K as of Q2 2026.
- Flagship Harbor Advisors bought 339 Evercore shares in Q2 2026, an estimated $116K.
- Evercore made up 0.03% of Flagship Harbor Advisors's portfolio in Q2 2026, its #399 holding.
- Flagship Harbor Advisors first reported a position in Evercore in Q2 2018 and has held it in 29 quarters since.
- 711 funds tracked by Wall St. Rank held Evercore as of Q2 2026.
Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.