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Global Alpha Capital Management’s Evercore EVR Stock Holding History

Global Alpha Capital Management’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 		$40.3M Sell
118,121
-736
-0.6% -$252K 2.42% 18
2026
Q1 		$35.5M Sell
118,857
-800
-0.7% -$262K 2.13% 20
2025
Q4 		$40.7M Sell
119,657
-42,778
-26% -$13.7M 2.48% 13
2025
Q3 		$54.8M Sell
162,435
-900
-0.6% -$282K 3.13% 10
2025
Q2 		$44.1M Sell
163,335
-28,050
-15% -$6.17M 2.75% 13
2025
Q1 		$38.2M Buy
191,385
+41,415
+28% +$10.3M 2.78% 15
2024
Q4 		$41.6M Sell
149,970
-7,190
-5% -$2.04M 3.02% 9
2024
Q3 		$39.8M Buy
157,160
+2,600
+2% +$619K 2.59% 15
2024
Q2 		$32.2M Buy
154,560
+33,360
+28% +$6.49M 2.35% 18
2024
Q1 		$23.3M Buy
121,200
+54,900
+83% +$9.93M 1.74% 25
2023
Q4 		$11.3M Buy
+66,300
New +$9.6M 0.91% 35
2017
Q4 		– Sell
-47,725
Closed -$3.83M – 38
2017
Q3 		$3.83M Sell
47,725
-3,275
-6% -$246K 1.61% 30
2017
Q2 		$3.6M Buy
51,000
+600
+1% +$43.6K 1.65% 28
2017
Q1 		$3.93M Sell
50,400
-500
-1% -$38.8K 2.06% 24
2016
Q4 		$3.5M Sell
50,900
-23,200
-31% -$1.43M 2.02% 28
2016
Q3 		$3.82M Buy
74,100
+5,700
+8% +$287K 2.28% 23
2016
Q2 		$3.02M Sell
68,400
-1,600
-2% -$79.7K 1.97% 27
2016
Q1 		$3.62M Sell
70,000
-3,500
-5% -$167K 2.73% 22
2015
Q4 		$3.97M Sell
73,500
-16,700
-19% -$902K 2.94% 17
2015
Q3 		$4.53M Buy
90,200
+15,500
+21% +$849K 3.62% 12
2015
Q2 		$4.03M Buy
+74,700
New +$3.81M 3.26% 13

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

Global Alpha Capital Management's EVR Position: Q2 2026 in Review

Global Alpha Capital Management reduced its Evercore (EVR) stake by 0.62% in Q2 2026, selling an estimated $252K and leaving 118,121 shares worth $40.3M. The position accounts for 2.42% of the portfolio, ranked #18.

Global Alpha Capital Management first reported a position in EVR in Q2 2015 and has held it in 21 quarters since. The position peaked at $54.8M in Q3 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Global Alpha Capital Management held 118,121 shares of Evercore worth $40.3M as of Q2 2026.
  • Global Alpha Capital Management sold 736 Evercore shares in Q2 2026, an estimated $252K.
  • Evercore made up 2.42% of Global Alpha Capital Management's portfolio in Q2 2026, its #18 holding.
  • Global Alpha Capital Management first reported a position in Evercore in Q2 2015 and has held it in 21 quarters since.
  • Global Alpha Capital Management's Evercore position peaked at $54.8M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Global Alpha Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.