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
2025
Q4 		– Sell
-200
Closed -$67.5K – 8416
2025
Q3 		$67.5K Buy
+200
New +$62.7K ﹤0.01% 5715
2025
Q2 		– Sell
-600
Closed -$120K – 8100
2025
Q1 		$120K Buy
+600
New +$149K ﹤0.01% 4455
2021
Q4 		– Sell
-1,100
Closed -$147K – 8368
2021
Q3 		$147K Buy
1,100
+200
+22% +$27.2K ﹤0.01% 5497
2021
Q2 		$127K Sell
900
-5,100
-85% -$713K ﹤0.01% 5718
2021
Q1 		$790K Buy
6,000
+3,400
+131% +$415K ﹤0.01% 3513
2020
Q4 		$285K Buy
2,600
+100
+4% +$8.9K ﹤0.01% 3781
2020
Q3 		$164K Buy
+2,500
New +$152K ﹤0.01% 3818
2018
Q2 		– Sell
-500
Closed -$44K – 5200
2018
Q1 		$44K Sell
500
-1,500
-75% -$141K ﹤0.01% 3723
2017
Q4 		$18M Buy
+2,000
New +$167K 0.13% 161
2014
Q4 		– Sell
-100
Closed -$5K – 5000
2014
Q3 		$5K Buy
+100
New +$5.18K ﹤0.01% 4716
2014
Q1 		– Sell
-400
Closed -$24K – 5290
2013
Q4 		$24K Sell
400
-2,400
-86% -$128K ﹤0.01% 4145
2013
Q3 		$138K Buy
2,800
+800
+40% +$36.8K ﹤0.01% 2720
2013
Q2 		$79K Buy
+2,000
New +$77.5K ﹤0.01% 3032

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 $123B AUM 34.51% 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.