GRP
EVR icon

Global Retirement Partners’s Evercore EVR Stock Holding History

Global Retirement Partners’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 		$262K Buy
+767
New +$262K ﹤0.01% 1409
2025
Q4 		$376K Buy
1,105
+608
+122% +$195K 0.01% 1116
2025
Q3 		$168K Buy
497
+374
+304% +$117K ﹤0.01% 1269
2025
Q2 		$33.2K Buy
+123
New +$27.1K ﹤0.01% 2002
2024
Q4 		$110K Buy
398
+58
+17% +$16.4K ﹤0.01% 1219
2024
Q3 		$86.1K Sell
340
-38
-10% -$9.04K ﹤0.01% 1311
2024
Q2 		$78.9K Sell
378
-147
-28% -$28.6K ﹤0.01% 1313
2024
Q1 		$101K Sell
525
-82
-14% -$14.8K ﹤0.01% 1080
2023
Q4 		$103K Buy
607
+280
+86% +$40.5K ﹤0.01% 1024
2023
Q3 		$43.2K Sell
327
-87
-21% -$11.8K ﹤0.01% 1347
2023
Q2 		$51.2K Buy
414
+26
+7% +$2.99K ﹤0.01% 1264
2023
Q1 		$41.8K Buy
388
+268
+223% +$33.3K ﹤0.01% 1320
2022
Q4 		$13.1K Buy
120
+1
+0.8% +$104 ﹤0.01% 1668
2022
Q3 		$13K Sell
119
-12
-9% -$1.14K ﹤0.01% 1570
2022
Q2 		$12K Buy
131
+13
+11% +$1.39K ﹤0.01% 1544
2022
Q1 		$13K Buy
+118
New +$14.5K ﹤0.01% 1515
2020
Q1 		– Sell
-110
Closed -$8K – 1607
2019
Q4 		$8K Hold
110
– – ﹤0.01% 1190
2019
Q3 		$9K Buy
110
+1
+0.9% +$83 ﹤0.01% 1141
2019
Q2 		$10K Buy
+109
New +$9.7K ﹤0.01% 1098
2017
Q2 		– Sell
-200
Closed -$16K – 1144
2017
Q1 		$16K Buy
+200
New +$15.5K 0.01% 606

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 Retirement Partners's EVR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Evercore (EVR) in Q2 2026: 767 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1409 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EVR as recently as Q4 2025.

Global Retirement Partners first reported a position in EVR in Q1 2017 and has held it in 20 quarters since. The position peaked at $376K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Global Retirement Partners held 767 shares of Evercore worth $262K as of Q2 2026.
  • Evercore was a new Global Retirement Partners position in Q2 2026.
  • Evercore made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1409 holding.
  • Global Retirement Partners first reported a position in Evercore in Q1 2017 and has held it in 20 quarters since.
  • Global Retirement Partners's Evercore position peaked at $376K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.