GA
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
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 $6.73T 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

Greenspring Advisors's EVR Position: Q2 2026 in Review

Greenspring Advisors increased its Evercore (EVR) stake by 4.9% in Q2 2026, buying an estimated $13K and bringing the position to 808 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #283.

Greenspring Advisors first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Greenspring Advisors held 808 shares of Evercore worth $276K as of Q2 2026.
  • Greenspring Advisors bought 38 Evercore shares in Q2 2026, an estimated $13K.
  • Evercore made up 0.02% of Greenspring Advisors's portfolio in Q2 2026, its #283 holding.
  • Greenspring Advisors first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • Greenspring Advisors's Evercore position peaked at $280K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.