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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hardy Reed's EVR Position: Q1 2026 in Review

Hardy Reed held its Evercore (EVR) position steady in Q1 2026 at 1,854 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #132.

Hardy Reed first reported a position in EVR in Q2 2024 and has held it in 8 quarters since. The position peaked at $631K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Hardy Reed held 1,854 shares of Evercore worth $553K as of Q1 2026.
  • Hardy Reed left its Evercore share count unchanged in Q1 2026.
  • Evercore made up 0.04% of Hardy Reed's portfolio in Q1 2026, its #132 holding.
  • Hardy Reed first reported a position in Evercore in Q2 2024 and has held it in 8 quarters since.
  • Hardy Reed's Evercore position peaked at $631K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.