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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

GAMMA Investing's EVR Position: Q2 2026 in Review

GAMMA Investing increased its Evercore (EVR) stake by 10% in Q2 2026, buying an estimated $50.6K and bringing the position to 1,597 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #613.

GAMMA Investing first reported a position in EVR in Q4 2023 and has held it in 11 quarters since. 108 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • GAMMA Investing held 1,597 shares of Evercore worth $545K as of Q2 2026.
  • GAMMA Investing bought 148 Evercore shares in Q2 2026, an estimated $50.6K.
  • Evercore made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #613 holding.
  • GAMMA Investing first reported a position in Evercore in Q4 2023 and has held it in 11 quarters since.
  • 108 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.