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 $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

Group One Trading's EVR Position: Q2 2026 in Review

Group One Trading increased its Evercore (EVR) stake by 144% in Q2 2026, buying an estimated $55.8K and bringing the position to 276 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4910.

Group One Trading first reported a position in EVR in Q2 2013 and has held it in 14 quarters since. The position peaked at $345K in Q1 2021. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Group One Trading held 276 shares of Evercore worth $94.2K as of Q2 2026.
  • Group One Trading bought 163 Evercore shares in Q2 2026, an estimated $55.8K.
  • Evercore made up ﹤0.01% of Group One Trading's portfolio in Q2 2026, its #4910 holding.
  • Group One Trading first reported a position in Evercore in Q2 2013 and has held it in 14 quarters since.
  • Group One Trading's Evercore position peaked at $345K in Q1 2021.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Group One Trading's 13F filing for Q2 2026, filed 14 Aug 2026.