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Fox Run Management’s Evercore EVR Stock Holding History

Fox Run 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 		$1.62M Buy
+4,730
New +$1.62M 0.27% 50
2026
Q1 		– Sell
-3,179
Closed -$1.08M – 990
2025
Q4 		$1.08M Buy
+3,179
New +$1.02M 0.17% 180
2025
Q3 		– Sell
-1,741
Closed -$470K – 1010
2025
Q2 		$470K Sell
1,741
-1,039
-37% -$229K 0.08% 490
2025
Q1 		$555K Buy
+2,780
New +$693K 0.09% 440
2024
Q3 		– Sell
-2,228
Closed -$464K – 884
2024
Q2 		$464K Buy
2,228
+617
+38% +$120K 0.09% 435
2024
Q1 		$310K Buy
+1,611
New +$291K 0.07% 527
2022
Q4 		– Sell
-3,261
Closed -$268K – 702
2022
Q3 		$268K Buy
+3,261
New +$308K 0.1% 387
2021
Q3 		– Sell
-2,181
Closed -$307K – 512
2021
Q2 		$307K Sell
2,181
-979
-31% -$137K 0.28% 156
2021
Q1 		$416K Buy
+3,160
New +$386K 0.75% 19
2020
Q1 		– Sell
-4,557
Closed -$341K – 191
2019
Q4 		$341K Buy
+4,557
New +$347K 0.27% 136
2019
Q3 		– Sell
-8,780
Closed -$778K – 423
2019
Q2 		$778K Buy
+8,780
New +$781K 0.52% 12
2019
Q1 		– Sell
-4,631
Closed -$331K – 530
2018
Q4 		$331K Buy
4,631
+1,912
+70% +$157K 0.18% 239
2018
Q3 		$273K Buy
+2,719
New +$293K 0.12% 380
2018
Q2 		– Sell
-6,701
Closed -$584K – 739
2018
Q1 		$584K Buy
6,701
+701
+12% +$66K 0.14% 251
2017
Q4 		$540K Buy
+6,000
New +$500K 0.16% 258
2016
Q3 		– Sell
-15,500
Closed -$685K – 546
2016
Q2 		$685K Buy
+15,500
New +$772K 0.33% 46

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

Fox Run Management's EVR Position: Q2 2026 in Review

Fox Run Management opened a new position in Evercore (EVR) in Q2 2026: 4,730 shares worth $1.62M. The stake represents 0.27% of the portfolio and ranks #50 among its holdings. This is a return to the name: Fox Run Management previously reported a position in EVR as recently as Q4 2025.

Fox Run Management first reported a position in EVR in Q2 2016 and has held it in 16 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Fox Run Management held 4,730 shares of Evercore worth $1.62M as of Q2 2026.
  • Evercore was a new Fox Run Management position in Q2 2026.
  • Evercore made up 0.27% of Fox Run Management's portfolio in Q2 2026, its #50 holding.
  • Fox Run Management first reported a position in Evercore in Q2 2016 and has held it in 16 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.