Holocene Advisors
EVR icon

Holocene Advisors’s Evercore EVR Stock Holding History

Holocene Advisors’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 		$35.1M Sell
102,758
-5,073
-5% -$1.74M 0.08% 231
2026
Q1 		$32.2M Sell
107,831
-131,769
-55% -$43.1M 0.08% 226
2025
Q4 		$81.5M Buy
239,600
+229,674
+2,314% +$73.8M 0.17% 151
2025
Q3 		$3.35M Sell
9,926
-163,345
-94% -$51.2M 0.01% 450
2025
Q2 		$46.8M Buy
173,271
+116,726
+206% +$25.7M 0.11% 180
2025
Q1 		$11.3M Buy
+56,545
New +$14.1M 0.03% 278
2024
Q4 		– Sell
-86,520
Closed -$21.9M – 790
2024
Q3 		$21.9M Buy
+86,520
New +$20.6M 0.09% 196
2022
Q4 		– Sell
-58,798
Closed -$4.84M – 755
2022
Q3 		$4.84M Sell
58,798
-230,165
-80% -$21.8M 0.03% 273
2022
Q2 		$27.1M Buy
288,963
+13,563
+5% +$1.45M 0.16% 164
2022
Q1 		$30.7M Buy
+275,400
New +$33.9M 0.16% 159
2020
Q4 		– Sell
-27,040
Closed -$1.77M – 777
2020
Q3 		$1.77M Buy
+27,040
New +$1.64M 0.01% 398
2020
Q2 		– Sell
-66,888
Closed -$3.08M – 658
2020
Q1 		$3.08M Buy
66,888
+28,458
+74% +$1.91M 0.03% 212
2019
Q4 		$2.87M Buy
38,430
+17,787
+86% +$1.36M 0.03% 318
2019
Q3 		$1.65M Buy
20,643
+15,751
+322% +$1.31M 0.02% 357
2019
Q2 		$433K Buy
4,892
+1,577
+48% +$140K 0.01% 496
2019
Q1 		$302K Buy
+3,315
New +$291K ﹤0.01% 541
2018
Q4 		– Sell
-5,629
Closed -$566K – 698
2018
Q3 		$566K Buy
+5,629
New +$607K 0.01% 509
2018
Q2 		– Sell
-2,681
Closed -$234K – 613
2018
Q1 		$234K Sell
2,681
-1,767
-40% -$166K 0.01% 483
2017
Q4 		$400K Buy
+4,448
New +$371K 0.01% 473

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

Holocene Advisors's EVR Position: Q2 2026 in Review

Holocene Advisors reduced its Evercore (EVR) stake by 4.7% in Q2 2026, selling an estimated $1.74M and leaving 102,758 shares worth $35.1M. The position accounts for 0.08% of the portfolio, ranked #231.

Holocene Advisors first reported a position in EVR in Q4 2017 and has held it in 19 quarters since. The position peaked at $81.5M in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Holocene Advisors held 102,758 shares of Evercore worth $35.1M as of Q2 2026.
  • Holocene Advisors sold 5,073 Evercore shares in Q2 2026, an estimated $1.74M.
  • Evercore made up 0.08% of Holocene Advisors's portfolio in Q2 2026, its #231 holding.
  • Holocene Advisors first reported a position in Evercore in Q4 2017 and has held it in 19 quarters since.
  • Holocene Advisors's Evercore position peaked at $81.5M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.