GI
EVR icon

GAMMA Investing’s Evercore EVR Stock Holding History

GAMMA Investing’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
Q3 		$390K Sell
1,514
-83
-5% -$25.2K 0.01% 843
2026
Q2 		$545K Buy
1,597
+148
+10% +$50.6K 0.02% 613
2026
Q1 		$433K Buy
1,449
+207
+17% +$67.8K 0.02% 646
2025
Q4 		$423K Buy
1,242
+193
+18% +$62K 0.02% 599
2025
Q3 		$354K Buy
1,049
+141
+16% +$44.2K 0.02% 638
2025
Q2 		$245K Buy
908
+197
+28% +$43.3K 0.02% 781
2025
Q1 		$142K Buy
711
+92
+15% +$22.9K 0.01% 971
2024
Q4 		$172K Buy
619
+96
+18% +$27.2K 0.01% 772
2024
Q3 		$132K Buy
523
+153
+41% +$36.4K 0.01% 826
2024
Q2 		$77.1K Buy
370
+155
+72% +$30.2K 0.01% 917
2024
Q1 		$41.4K Buy
215
+61
+40% +$11K 0.01% 1164
2023
Q4 		$26.4K Buy
+154
New +$22.3K 0.01% 1311

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's EVR Position: Q3 2026 in Review

GAMMA Investing reduced its Evercore (EVR) stake by 5.2% in Q3 2026, selling an estimated $25.2K and leaving 1,514 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #843.

GAMMA Investing first reported a position in EVR in Q4 2023 and has held it in 12 quarters since. The position peaked at $545K in Q2 2026. 17 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • GAMMA Investing held 1,514 shares of Evercore worth $390K as of Q3 2026.
  • GAMMA Investing sold 83 Evercore shares in Q3 2026, an estimated $25.2K.
  • Evercore made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #843 holding.
  • GAMMA Investing first reported a position in Evercore in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Evercore position peaked at $545K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.