Group One Trading
EVR icon

Group One Trading’s Evercore EVR Stock Holding History

Group One Trading’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
Q1 		$33.7K Buy
113
+65
+135% +$21.3K ﹤0.01% 5559
2025
Q4 		$16.3K Buy
+48
New +$15.4K ﹤0.01% 6508
2025
Q2 		– Sell
-236
Closed -$51.9K – 8099
2025
Q1 		$47.1K Buy
236
+142
+151% +$35.4K ﹤0.01% 5215
2024
Q4 		$26.1K Buy
+94
New +$26.6K ﹤0.01% 5524
2021
Q4 		– Sell
-100
Closed -$14.6K – 8367
2021
Q3 		$13K Buy
+100
New +$13.6K ﹤0.01% 7379
2021
Q2 		– Sell
-2,620
Closed -$366K – 8255
2021
Q1 		$345K Buy
+2,620
New +$320K ﹤0.01% 4446
2020
Q4 		– Sell
-500
Closed -$44.5K – 6630
2020
Q3 		$33K Buy
500
+400
+400% +$24.3K ﹤0.01% 4885
2020
Q2 		$6K Buy
+100
New +$5.44K ﹤0.01% 5303
2018
Q2 		– Sell
-100
Closed -$10.3K – 5199
2018
Q1 		$9K Buy
+100
New +$9.42K ﹤0.01% 4344
2015
Q1 		– Sell
-17
Closed -$864 – 4882
2014
Q4 		$1K Buy
+17
New +$851 ﹤0.01% 4768
2014
Q1 		– Sell
-4,967
Closed -$284K – 5289
2013
Q4 		$297K Buy
4,967
+2,800
+129% +$149K ﹤0.01% 2083
2013
Q3 		$107K Sell
2,167
-600
-22% -$27.6K ﹤0.01% 2959
2013
Q2 		$109K Buy
+2,767
New +$107K ﹤0.01% 2732

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Group One Trading's EVR Position: Q1 2026 in Review

Group One Trading increased its Evercore (EVR) stake by 135% in Q1 2026, buying an estimated $21.3K and bringing the position to 113 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5559.

Group One Trading first reported a position in EVR in Q2 2013 and has held it in 13 quarters since. The position peaked at $345K in Q1 2021. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Group One Trading held 113 shares of Evercore worth $33.7K as of Q1 2026.
  • Group One Trading bought 65 Evercore shares in Q1 2026, an estimated $21.3K.
  • Evercore made up ﹤0.01% of Group One Trading's portfolio in Q1 2026, its #5559 holding.
  • Group One Trading first reported a position in Evercore in Q2 2013 and has held it in 13 quarters since.
  • Group One Trading's Evercore position peaked at $345K in Q1 2021.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Group One Trading's 13F filing for Q1 2026, filed 13 May 2026.