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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
Q2 		$12.6M Sell
36,792
-12,030
-25% -$4.12M 0.08% 259
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 $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

Freestone Grove Partners's EVR Position: Q2 2026 in Review

Freestone Grove Partners reduced its Evercore (EVR) stake by 25% in Q2 2026, selling an estimated $4.12M and leaving 36,792 shares worth $12.6M. The position accounts for 0.08% of the portfolio, ranked #259.

Freestone Grove Partners first reported a position in EVR in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.9M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Freestone Grove Partners held 36,792 shares of Evercore worth $12.6M as of Q2 2026.
  • Freestone Grove Partners sold 12,030 Evercore shares in Q2 2026, an estimated $4.12M.
  • Evercore made up 0.08% of Freestone Grove Partners's portfolio in Q2 2026, its #259 holding.
  • Freestone Grove Partners first reported a position in Evercore in Q1 2025 and has held it in 5 quarters since.
  • Freestone Grove Partners's Evercore position peaked at $15.9M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.