HRT Financial’s Evercore EVR Stock Holding History

HRT Financial’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	$1.64M	Sell	4,807 -17,838	-79%	-$6.1M	﹤0.01%	1857
2026 Q1	$6.76M	Buy	22,645 +17,303	+324%	+$5.67M	0.02%	822
2025 Q4	$1.82M	Buy	+5,342	New	+$1.72M	0.01%	1371
2025 Q2	–	Sell	-19,023	Closed	-$3.8M	–	2885
2025 Q1	$3.8M	Buy	+19,023	New	+$4.74M	0.02%	548
2023 Q2	–	Sell	-36,398	Closed	-$4.2M	–	2680
2023 Q1	$4.2M	Buy	+36,398	New	+$4.52M	0.05%	299
2021 Q4	–	Sell	-37,328	Closed	-$4.99M	–	3419
2021 Q3	$4.99M	Buy	37,328 +14,075	+61%	+$1.91M	0.03%	321
2021 Q2	$3.27M	Buy	+23,253	New	+$3.25M	0.03%	419
2019 Q4	–	Sell	-13,421	Closed	-$1.07M	–	1289
2019 Q3	$1.07M	Buy	13,421 +7,864	+142%	+$652K	0.05%	338
2019 Q2	$492K	Buy	+5,557	New	+$495K	0.03%	414

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial's EVR Position: Q2 2026 in Review

HRT Financial reduced its Evercore (EVR) stake by 79% in Q2 2026, selling an estimated $6.1M and leaving 4,807 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

HRT Financial first reported a position in EVR in Q2 2019 and has held it in 9 quarters since. The position peaked at $6.76M in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

HRT Financial held 4,807 shares of Evercore worth $1.64M as of Q2 2026.
HRT Financial sold 17,838 Evercore shares in Q2 2026, an estimated $6.1M.
Evercore made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #1857 holding.
HRT Financial first reported a position in Evercore in Q2 2019 and has held it in 9 quarters since.
HRT Financial's Evercore position peaked at $6.76M in Q1 2026.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.