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Harbor Investment Advisory’s Evercore EVR Stock Holding History

Harbor Investment Advisory’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 		$601K Buy
1,760
+265
+18% +$90.7K 0.04% 272
2026
Q1 		$446K Sell
1,495
-150
-9% -$49.1K 0.04% 298
2025
Q4 		$560K Sell
1,645
-30
-2% -$9.64K 0.04% 268
2025
Q3 		$565K Buy
1,675
+615
+58% +$193K 0.05% 263
2025
Q2 		$286K Buy
+1,060
New +$233K 0.03% 329

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Harbor Investment Advisory's EVR Position: Q2 2026 in Review

Harbor Investment Advisory increased its Evercore (EVR) stake by 18% in Q2 2026, buying an estimated $90.7K and bringing the position to 1,760 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #272.

Harbor Investment Advisory first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Harbor Investment Advisory held 1,760 shares of Evercore worth $601K as of Q2 2026.
  • Harbor Investment Advisory bought 265 Evercore shares in Q2 2026, an estimated $90.7K.
  • Evercore made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #272 holding.
  • Harbor Investment Advisory first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • 354 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.