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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
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
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

HRT Financial's EVR Position: Q1 2026 in Review

HRT Financial increased its Evercore (EVR) stake by 324% in Q1 2026, buying an estimated $5.67M and bringing the position to 22,645 shares worth $6.76M. The position accounts for 0.02% of the portfolio, ranked #822.

HRT Financial first reported a position in EVR in Q2 2019 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • HRT Financial held 22,645 shares of Evercore worth $6.76M as of Q1 2026.
  • HRT Financial bought 17,303 Evercore shares in Q1 2026, an estimated $5.67M.
  • Evercore made up 0.02% of HRT Financial's portfolio in Q1 2026, its #822 holding.
  • HRT Financial first reported a position in Evercore in Q2 2019 and has held it in 8 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.