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Gateway Investment Advisers’s Evercore EVR Stock Holding History

Gateway Investment Advisers’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 		$3.14M Buy
9,205
+5,109
+125% +$1.75M 0.03% 216
2026
Q1 		$1.22M Buy
4,096
+2,770
+209% +$907K 0.01% 308
2025
Q4 		$451K Buy
1,326
+276
+26% +$88.7K ﹤0.01% 456
2025
Q3 		$354K Hold
1,050
– – ﹤0.01% 450
2025
Q2 		$284K Sell
1,050
-40
-4% -$8.8K ﹤0.01% 427
2025
Q1 		$218K Buy
1,090
+209
+24% +$52.1K ﹤0.01% 486
2024
Q4 		$244K Hold
881
– – ﹤0.01% 452
2024
Q3 		$223K Sell
881
-582
-40% -$139K ﹤0.01% 490
2024
Q2 		$305K Buy
+1,463
New +$285K ﹤0.01% 444

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Gateway Investment Advisers's EVR Position: Q2 2026 in Review

Gateway Investment Advisers increased its Evercore (EVR) stake by 125% in Q2 2026, buying an estimated $1.75M and bringing the position to 9,205 shares worth $3.14M. The position accounts for 0.03% of the portfolio, ranked #216.

Gateway Investment Advisers first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. 124 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Gateway Investment Advisers held 9,205 shares of Evercore worth $3.14M as of Q2 2026.
  • Gateway Investment Advisers bought 5,109 Evercore shares in Q2 2026, an estimated $1.75M.
  • Evercore made up 0.03% of Gateway Investment Advisers's portfolio in Q2 2026, its #216 holding.
  • Gateway Investment Advisers first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
  • 124 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.