HH
EVR icon

Hilltop Holdings’s Evercore EVR Stock Holding History

Hilltop Holdings’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 		$240K Sell
804
-273
-25% -$89.4K 0.02% 574
2025
Q4 		$366K Sell
1,077
-69
-6% -$22.2K 0.02% 653
2025
Q3 		$387K Buy
1,146
+16
+1% +$5.01K 0.02% 658
2025
Q2 		$305K Buy
+1,130
New +$249K 0.02% 685
2025
Q1 		– Sell
-919
Closed -$255K – 868
2024
Q4 		$255K Buy
919
+34
+4% +$9.63K 0.02% 717
2024
Q3 		$224K Buy
+885
New +$211K 0.01% 738

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

Hilltop Holdings's EVR Position: Q1 2026 in Review

Hilltop Holdings reduced its Evercore (EVR) stake by 25% in Q1 2026, selling an estimated $89.4K and leaving 804 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #574.

Hilltop Holdings first reported a position in EVR in Q3 2024 and has held it in 6 quarters since. The position peaked at $387K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Hilltop Holdings held 804 shares of Evercore worth $240K as of Q1 2026.
  • Hilltop Holdings sold 273 Evercore shares in Q1 2026, an estimated $89.4K.
  • Evercore made up 0.02% of Hilltop Holdings's portfolio in Q1 2026, its #574 holding.
  • Hilltop Holdings first reported a position in Evercore in Q3 2024 and has held it in 6 quarters since.
  • Hilltop Holdings's Evercore position peaked at $387K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.