Greenspring Advisors
EVR icon

Greenspring Advisors’s Evercore EVR Stock Holding History

Greenspring Advisors’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 		$205K Sell
795
-13
-2% -$3.96K 0.01% 344
2026
Q2 		$276K Buy
808
+38
+5% +$13K 0.02% 283
2026
Q1 		$230K Sell
770
-53
-6% -$17.4K 0.01% 289
2025
Q4 		$280K Buy
+823
New +$265K 0.02% 236

Other funds holding EVR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Greenspring Advisors's EVR Position: Q3 2026 in Review

Greenspring Advisors reduced its Evercore (EVR) stake by 1.6% in Q3 2026, selling an estimated $3.96K and leaving 795 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #344.

Greenspring Advisors first reported a position in EVR in Q4 2025 and has held it in 4 quarters since. The position peaked at $280K in Q4 2025. 530 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Greenspring Advisors held 795 shares of Evercore worth $205K as of Q3 2026.
  • Greenspring Advisors sold 13 Evercore shares in Q3 2026, an estimated $3.96K.
  • Evercore made up 0.01% of Greenspring Advisors's portfolio in Q3 2026, its #344 holding.
  • Greenspring Advisors first reported a position in Evercore in Q4 2025 and has held it in 4 quarters since.
  • Greenspring Advisors's Evercore position peaked at $280K in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Greenspring Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.