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GW&K Investment Management’s Evercore EVR Stock Holding History

GW&K Investment Management’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 		$20.2M Hold
59,232
– – 0.16% 218
2026
Q1 		$17.7M Buy
59,232
+3,233
+6% +$1.06M 0.16% 214
2025
Q4 		$19.1M Sell
55,999
-56
-0.1% -$18K 0.16% 210
2025
Q3 		$18.9M Sell
56,055
-67
-0.1% -$21K 0.17% 201
2025
Q2 		$15.2M Sell
56,122
-46
-0.1% -$10.1K 0.14% 228
2025
Q1 		$11.2M Sell
56,168
-339
-0.6% -$84.5K 0.1% 246
2024
Q4 		$15.7M Sell
56,507
-56
-0.1% -$15.9K 0.13% 239
2024
Q3 		$14.3M Buy
56,563
+12,389
+28% +$2.95M 0.12% 237
2024
Q2 		$9.21M Buy
44,174
+6,504
+17% +$1.27M 0.08% 255
2024
Q1 		$7.25M Sell
37,670
-171
-0.5% -$30.9K 0.06% 261
2023
Q4 		$6.47M Buy
37,841
+67
+0.2% +$9.7K 0.06% 256
2023
Q3 		$5.21M Sell
37,774
-117
-0.3% -$15.9K 0.05% 264
2023
Q2 		$4.68M Buy
37,891
+67
+0.2% +$7.71K 0.04% 274
2023
Q1 		$4.36M Buy
37,824
+350
+0.9% +$43.5K 0.04% 274
2022
Q4 		$4.09M Buy
37,474
+5
+0% +$522 0.04% 273
2022
Q3 		$3.08M Buy
37,469
+18,964
+102% +$1.79M 0.03% 276
2022
Q2 		$1.73M Buy
18,505
+2,226
+14% +$237K 0.02% 315
2022
Q1 		$1.81M Buy
16,279
+13,258
+439% +$1.63M 0.02% 315
2021
Q4 		$410K Sell
3,021
-22
-0.7% -$3.21K ﹤0.01% 336
2021
Q3 		$407K Sell
3,043
-43
-1% -$5.84K ﹤0.01% 334
2021
Q2 		$434K Sell
3,086
-82
-3% -$11.5K ﹤0.01% 336
2021
Q1 		$417K Buy
3,168
+3,037
+2,318% +$371K ﹤0.01% 338
2020
Q4 		$14K Hold
131
– – ﹤0.01% 356
2020
Q3 		$9K Hold
131
– – ﹤0.01% 353
2020
Q2 		$8K Hold
131
– – ﹤0.01% 348
2020
Q1 		$6K Hold
131
– – ﹤0.01% 362
2019
Q4 		$10K Hold
131
– – ﹤0.01% 365
2019
Q3 		$10K Buy
+131
New +$10.9K ﹤0.01% 356

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 $3.38T AUM 44.17% 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

GW&K Investment Management's EVR Position: Q2 2026 in Review

GW&K Investment Management held its Evercore (EVR) position steady in Q2 2026 at 59,232 shares worth $20.2M. The position accounts for 0.16% of the portfolio, ranked #218.

GW&K Investment Management first reported a position in EVR in Q3 2019 and has held it in 28 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • GW&K Investment Management held 59,232 shares of Evercore worth $20.2M as of Q2 2026.
  • GW&K Investment Management left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.16% of GW&K Investment Management's portfolio in Q2 2026, its #218 holding.
  • GW&K Investment Management first reported a position in Evercore in Q3 2019 and has held it in 28 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.