Global Alpha Capital Management
EVR icon

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
Q3 		$38.8M Buy
150,808
+32,687
+28% +$9.9M 2.54% 15
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% +$9.9M 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Global Alpha Capital Management's EVR Position: Q3 2026 in Review

Global Alpha Capital Management increased its Evercore (EVR) stake by 28% in Q3 2026, buying an estimated $9.9M and bringing the position to 150,808 shares worth $38.8M. The position accounts for 2.54% of the portfolio, ranked #15.

Global Alpha Capital Management first reported a position in EVR in Q2 2015 and has held it in 22 quarters since. The position peaked at $54.8M in Q3 2025. 450 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Global Alpha Capital Management held 150,808 shares of Evercore worth $38.8M as of Q3 2026.
  • Global Alpha Capital Management bought 32,687 Evercore shares in Q3 2026, an estimated $9.9M.
  • Evercore made up 2.54% of Global Alpha Capital Management's portfolio in Q3 2026, its #15 holding.
  • Global Alpha Capital Management first reported a position in Evercore in Q2 2015 and has held it in 22 quarters since.
  • Global Alpha Capital Management's Evercore position peaked at $54.8M in Q3 2025.
  • 450 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Global Alpha Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.