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Freestone Grove Partners’s Evercore EVR Stock Holding History

Freestone Grove Partners’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 		$14.6M Buy
48,822
+2,046
+4% +$670K 0.1% 251
2025
Q4 		$15.9M Buy
46,776
+19,464
+71% +$6.26M 0.12% 235
2025
Q3 		$9.21M Buy
+27,312
New +$8.56M 0.07% 292
2025
Q2 		– Sell
-1,693
Closed -$338K – 728
2025
Q1 		$338K Buy
+1,693
New +$422K ﹤0.01% 458

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freestone Grove Partners's EVR Position: Q1 2026 in Review

Freestone Grove Partners increased its Evercore (EVR) stake by 4.4% in Q1 2026, buying an estimated $670K and bringing the position to 48,822 shares worth $14.6M. The position accounts for 0.1% of the portfolio, ranked #251.

Freestone Grove Partners first reported a position in EVR in Q1 2025 and has held it in 4 quarters since. The position peaked at $15.9M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Freestone Grove Partners held 48,822 shares of Evercore worth $14.6M as of Q1 2026.
  • Freestone Grove Partners bought 2,046 Evercore shares in Q1 2026, an estimated $670K.
  • Evercore made up 0.1% of Freestone Grove Partners's portfolio in Q1 2026, its #251 holding.
  • Freestone Grove Partners first reported a position in Evercore in Q1 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's Evercore position peaked at $15.9M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.