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Harbour Investments’s Evercore EVR Stock Holding History

Harbour Investments’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 		$13.9K Buy
41
+2
+5% +$684 ﹤0.01% 3166
2026
Q1 		$11.9K Sell
39
-1
-3% -$327 ﹤0.01% 3173
2025
Q4 		$13.6K Sell
40
-1
-2% -$321 ﹤0.01% 2597
2025
Q3 		$13.8K Hold
41
– – ﹤0.01% 2529
2025
Q2 		$11.1K Buy
41
+8
+24% +$1.76K ﹤0.01% 2523
2025
Q1 		$6.59K Hold
33
– – ﹤0.01% 2715
2024
Q4 		$9.15K Hold
33
– – ﹤0.01% 2490
2024
Q3 		$8.36K Hold
33
– – ﹤0.01% 2430
2024
Q2 		$6.88K Sell
33
-5
-13% -$973 ﹤0.01% 2407
2024
Q1 		$7.32K Buy
38
+5
+15% +$905 ﹤0.01% 2338
2023
Q4 		$5.64K Buy
+33
New +$4.78K ﹤0.01% 2366
2023
Q3 		– Sell
-6
Closed -$742 – 3032
2023
Q2 		$742 Buy
+6
New +$690 ﹤0.01% 2749
2023
Q1 		– Sell
-13
Closed -$1.42K – 3031
2022
Q4 		$1.42K Buy
13
+5
+63% +$522 ﹤0.01% 2604
2022
Q3 		$1K Hold
8
– – ﹤0.01% 2562
2022
Q2 		$1K Buy
+8
New +$852 ﹤0.01% 2562
2021
Q4 		$2K Sell
12
-196
-94% -$28.6K ﹤0.01% 2386
2021
Q3 		$28K Buy
208
+153
+278% +$20.8K ﹤0.01% 2111
2021
Q2 		$8K Sell
55
-155
-74% -$21.7K ﹤0.01% 2835
2021
Q1 		$28K Buy
+210
New +$25.6K ﹤0.01% 2014

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

Harbour Investments's EVR Position: Q2 2026 in Review

Harbour Investments increased its Evercore (EVR) stake by 5.1% in Q2 2026, buying an estimated $684 and bringing the position to 41 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3166.

Harbour Investments first reported a position in EVR in Q1 2021 and has held it in 19 quarters since. The position peaked at $28K in Q3 2021. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Harbour Investments held 41 shares of Evercore worth $13.9K as of Q2 2026.
  • Harbour Investments bought 2 Evercore shares in Q2 2026, an estimated $684.
  • Evercore made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3166 holding.
  • Harbour Investments first reported a position in Evercore in Q1 2021 and has held it in 19 quarters since.
  • Harbour Investments's Evercore position peaked at $28K in Q3 2021.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.