Fuller & Thaler Asset Management’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 | $106M | Sell |
310,105
-21,004
| -6% | -$7.19M | 0.29% | 120 |
|
|
2026
Q1 | $98.8M | Buy |
331,109
+55,034
| +20% | +$18M | 0.33% | 107 |
|
|
2025
Q4 | $93.9M | Sell |
276,075
-32,326
| -10% | -$10.4M | 0.32% | 112 |
|
|
2025
Q3 | $104M | Sell |
308,401
-72,628
| -19% | -$22.8M | 0.35% | 100 |
|
|
2025
Q2 | $103M | Sell |
381,029
-304,515
| -44% | -$67M | 0.38% | 90 |
|
|
2025
Q1 | $137M | Sell |
685,544
-6,959
| -1% | -$1.73M | 0.53% | 57 |
|
|
2024
Q4 | $192M | Sell |
692,503
-40,501
| -6% | -$11.5M | 0.73% | 29 |
|
|
2024
Q3 | $186M | Sell |
733,004
-12,231
| -2% | -$2.91M | 0.73% | 35 |
|
|
2024
Q2 | $155M | Sell |
745,235
-581
| -0.1% | -$113K | 0.67% | 34 |
|
|
2024
Q1 | $144M | Buy |
745,816
+27,132
| +4% | +$4.91M | 0.63% | 41 |
|
|
2023
Q4 | $123M | Sell |
718,684
-3,879
| -0.5% | -$562K | 0.62% | 47 |
|
|
2023
Q3 | $99.6M | Sell |
722,563
-2,812
| -0.4% | -$382K | 0.57% | 61 |
|
|
2023
Q2 | $89.6M | Buy |
725,375
+714
| +0.1% | +$82.1K | 0.51% | 71 |
|
|
2023
Q1 | $83.6M | Buy |
724,661
+101,467
| +16% | +$12.6M | 0.48% | 76 |
|
|
2022
Q4 | $68M | Buy |
623,194
+253,709
| +69% | +$26.5M | 0.43% | 85 |
|
|
2022
Q3 | $30.4M | Sell |
369,485
-476
| -0.1% | -$45K | 0.22% | 133 |
|
|
2022
Q2 | $34.6M | Buy |
369,961
+65,511
| +22% | +$6.98M | 0.24% | 134 |
|
|
2022
Q1 | $33.9M | Buy |
304,450
+586
| +0.2% | +$72.1K | 0.2% | 151 |
|
|
2021
Q4 | $41.3M | Buy |
303,864
+42,752
| +16% | +$6.23M | 0.24% | 129 |
|
|
2021
Q3 | $34.9M | Buy |
261,112
+88,823
| +52% | +$12.1M | 0.23% | 129 |
|
|
2021
Q2 | $24.3M | Buy |
172,289
+33,360
| +24% | +$4.66M | 0.16% | 144 |
|
|
2021
Q1 | $18.3M | Sell |
138,929
-132,363
| -49% | -$16.2M | 0.13% | 157 |
|
|
2020
Q4 | $29.7M | Buy |
271,292
+265,031
| +4,233% | +$23.6M | 0.28% | 111 |
|
|
2020
Q3 | $410K | Buy |
6,261
+70
| +1% | +$4.25K | 0.01% | 402 |
|
|
2020
Q2 | $365K | Buy |
+6,191
| New | +$337K | ﹤0.01% | 361 |
|
|
2018
Q3 | – | Sell |
-600
| Closed | -$63K | – | 551 |
|
|
2018
Q2 | $63K | Hold |
600
| – | – | ﹤0.01% | 662 |
|
|
2018
Q1 | $52K | Sell |
600
-300
| -33% | -$28.3K | ﹤0.01% | 676 |
|
|
2017
Q4 | $81K | Hold |
900
| – | – | ﹤0.01% | 553 |
|
|
2017
Q3 | $72K | Hold |
900
| – | – | ﹤0.01% | 519 |
|
|
2017
Q2 | $63K | Sell |
900
-1,700
| -65% | -$124K | ﹤0.01% | 586 |
|
|
2017
Q1 | $203K | Hold |
2,600
| – | – | ﹤0.01% | 396 |
|
|
2016
Q4 | $179K | Hold |
2,600
| – | – | ﹤0.01% | 399 |
|
|
2016
Q3 | $134K | Buy |
2,600
+1,300
| +100% | +$65.4K | ﹤0.01% | 401 |
|
|
2016
Q2 | $57K | Buy |
+1,300
| New | +$64.7K | ﹤0.01% | 554 |
|
Other funds holding EVR
VPM
VCM
Fuller & Thaler Asset Management's EVR Position: Q2 2026 in Review
Fuller & Thaler Asset Management reduced its Evercore (EVR) stake by 6.3% in Q2 2026, selling an estimated $7.19M and leaving 310,105 shares worth $106M. The position accounts for 0.29% of the portfolio, ranked #120.
Fuller & Thaler Asset Management first reported a position in EVR in Q2 2016 and has held it in 34 quarters since. The position peaked at $192M in Q4 2024. 552 funds tracked by Wall St. Rank hold EVR as of Q2 2026.
- Fuller & Thaler Asset Management held 310,105 shares of Evercore worth $106M as of Q2 2026.
- Fuller & Thaler Asset Management sold 21,004 Evercore shares in Q2 2026, an estimated $7.19M.
- Evercore made up 0.29% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #120 holding.
- Fuller & Thaler Asset Management first reported a position in Evercore in Q2 2016 and has held it in 34 quarters since.
- Fuller & Thaler Asset Management's Evercore position peaked at $192M in Q4 2024.
- 552 funds tracked by Wall St. Rank held Evercore as of Q2 2026.
Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.