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IEQ Capital’s Evercore EVR Stock Holding History

IEQ Capital’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 		$32.3M Sell
94,525
-349
-0.4% -$119K 0.15% 127
2026
Q1 		$28.3M Buy
94,874
+20,823
+28% +$6.82M 0.13% 141
2025
Q4 		$25.2M Sell
74,051
-2,871
-4% -$923K 0.08% 165
2025
Q3 		$25.9M Buy
76,922
+22,206
+41% +$6.96M 0.08% 131
2025
Q2 		$14.8M Buy
54,716
+38,869
+245% +$8.55M 0.09% 170
2025
Q1 		$3.16M Buy
15,847
+5,138
+48% +$1.28M 0.03% 464
2024
Q4 		$2.97M Buy
10,709
+9,143
+584% +$2.59M 0.03% 398
2024
Q3 		$397K Buy
+1,566
New +$373K ﹤0.01% 837

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

IEQ Capital's EVR Position: Q2 2026 in Review

IEQ Capital reduced its Evercore (EVR) stake by 0.37% in Q2 2026, selling an estimated $119K and leaving 94,525 shares worth $32.3M. The position accounts for 0.15% of the portfolio, ranked #127.

IEQ Capital first reported a position in EVR in Q3 2024 and has held it in 8 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • IEQ Capital held 94,525 shares of Evercore worth $32.3M as of Q2 2026.
  • IEQ Capital sold 349 Evercore shares in Q2 2026, an estimated $119K.
  • Evercore made up 0.15% of IEQ Capital's portfolio in Q2 2026, its #127 holding.
  • IEQ Capital first reported a position in Evercore in Q3 2024 and has held it in 8 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.