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Hamilton Capital Partners (Canada)’s Evercore EVR Stock Holding History

Hamilton Capital Partners (Canada)’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 		$233K Buy
681
+13
+2% +$4.45K 0.01% 187
2026
Q1 		$199K Hold
668
– – 0.01% 199
2025
Q4 		$227K Sell
668
-616
-48% -$198K 0.01% 189
2025
Q3 		$433K Sell
1,284
-406
-24% -$127K 0.02% 162
2025
Q2 		$456K Buy
1,690
+419
+33% +$92.2K 0.02% 131
2025
Q1 		$254K Sell
1,271
-36
-3% -$8.97K 0.02% 153
2024
Q4 		$362K Buy
1,307
+41
+3% +$11.6K 0.03% 135
2024
Q3 		$321K Hold
1,266
– – 0.03% 139
2024
Q2 		$264K Sell
1,266
-410
-24% -$79.8K 0.03% 144
2024
Q1 		$323K Sell
1,676
-848
-34% -$153K 0.04% 132
2023
Q4 		$432K Buy
2,524
+950
+60% +$138K 0.09% 83
2023
Q3 		$217K Buy
1,574
+117
+8% +$15.9K 0.08% 73
2023
Q2 		$180K Sell
1,457
-740
-34% -$85.1K 0.07% 67
2023
Q1 		$253K Sell
2,197
-2,010
-48% -$250K 0.09% 62
2022
Q4 		$459K Buy
+4,207
New +$439K 0.19% 52

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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s EVR Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) increased its Evercore (EVR) stake by 1.9% in Q2 2026, buying an estimated $4.45K and bringing the position to 681 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #187.

Hamilton Capital Partners (Canada) first reported a position in EVR in Q4 2022 and has held it in 15 quarters since. The position peaked at $459K in Q4 2022. 667 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Hamilton Capital Partners (Canada) held 681 shares of Evercore worth $233K as of Q2 2026.
  • Hamilton Capital Partners (Canada) bought 13 Evercore shares in Q2 2026, an estimated $4.45K.
  • Evercore made up 0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #187 holding.
  • Hamilton Capital Partners (Canada) first reported a position in Evercore in Q4 2022 and has held it in 15 quarters since.
  • Hamilton Capital Partners (Canada)'s Evercore position peaked at $459K in Q4 2022.
  • 667 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.