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Hardy Reed’s Evercore EVR Stock Holding History

Hardy Reed’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 		$634K Buy
1,857
+3
+0.2% +$1.03K 0.04% 131
2026
Q1 		$553K Hold
1,854
– – 0.04% 132
2025
Q4 		$631K Hold
1,854
– – 0.05% 121
2025
Q3 		$625K Hold
1,854
– – 0.05% 120
2025
Q2 		$501K Hold
1,854
– – 0.04% 137
2025
Q1 		$370K Hold
1,854
– – 0.03% 159
2024
Q4 		$514K Hold
1,854
– – 0.05% 128
2024
Q3 		$470K Hold
1,854
– – 0.04% 139
2024
Q2 		$386K Buy
+1,854
New +$361K 0.04% 157

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

Hardy Reed's EVR Position: Q2 2026 in Review

Hardy Reed increased its Evercore (EVR) stake by 0.16% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,857 shares worth $634K. The position accounts for 0.04% of the portfolio, ranked #131.

Hardy Reed first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Hardy Reed held 1,857 shares of Evercore worth $634K as of Q2 2026.
  • Hardy Reed bought 3 Evercore shares in Q2 2026, an estimated $1.03K.
  • Evercore made up 0.04% of Hardy Reed's portfolio in Q2 2026, its #131 holding.
  • Hardy Reed first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.