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 Q3	$17.9M	Sell	69,588 -24,937	-26%	-$7.59M	0.08%	244
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

IEQ Capital's EVR Position: Q3 2026 in Review

IEQ Capital reduced its Evercore (EVR) stake by 26% in Q3 2026, selling an estimated $7.59M and leaving 69,588 shares worth $17.9M. The position accounts for 0.08% of the portfolio, ranked #244.

IEQ Capital first reported a position in EVR in Q3 2024 and has held it in 9 quarters since. The position peaked at $32.3M in Q2 2026. 379 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

IEQ Capital held 69,588 shares of Evercore worth $17.9M as of Q3 2026.
IEQ Capital sold 24,937 Evercore shares in Q3 2026, an estimated $7.59M.
Evercore made up 0.08% of IEQ Capital's portfolio in Q3 2026, its #244 holding.
IEQ Capital first reported a position in Evercore in Q3 2024 and has held it in 9 quarters since.
IEQ Capital's Evercore position peaked at $32.3M in Q2 2026.
379 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.