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HUB Investment Partners’s Evercore EVR Stock Holding History

HUB Investment Partners’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 		$240K Buy
+703
New +$241K ﹤0.01% 1116
2026
Q1 		– Sell
-718
Closed -$244K – 1172
2025
Q4 		$244K Buy
718
+81
+13% +$26K 0.01% 754
2025
Q3 		$215K Buy
+637
New +$200K 0.01% 677

Other funds holding EVR

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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

HUB Investment Partners's EVR Position: Q2 2026 in Review

HUB Investment Partners opened a new position in Evercore (EVR) in Q2 2026: 703 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: HUB Investment Partners previously reported a position in EVR as recently as Q4 2025.

HUB Investment Partners first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • HUB Investment Partners held 703 shares of Evercore worth $240K as of Q2 2026.
  • Evercore was a new HUB Investment Partners position in Q2 2026.
  • Evercore made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1116 holding.
  • HUB Investment Partners first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • HUB Investment Partners's Evercore position peaked at $244K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.