FFO
EVR icon

Fortitude Family Office’s Evercore EVR Stock Holding History

Fortitude Family Office’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 		$37.9K Buy
111
+51
+85% +$17.5K 0.01% 348
2026
Q1 		$17.9K Buy
60
+2
+3% +$655 ﹤0.01% 458
2025
Q4 		$19.7K Sell
58
-4
-6% -$1.29K ﹤0.01% 406
2025
Q3 		$20.9K Buy
62
+1
+2% +$313 0.01% 382
2025
Q2 		$16.5K Buy
+61
New +$13.4K 0.01% 409

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

Fortitude Family Office's EVR Position: Q2 2026 in Review

Fortitude Family Office increased its Evercore (EVR) stake by 85% in Q2 2026, buying an estimated $17.5K and bringing the position to 111 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #348.

Fortitude Family Office first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Fortitude Family Office held 111 shares of Evercore worth $37.9K as of Q2 2026.
  • Fortitude Family Office bought 51 Evercore shares in Q2 2026, an estimated $17.5K.
  • Evercore made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #348 holding.
  • Fortitude Family Office first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.